Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

01AI Factory
02CPO Stack
03HBM Bridge
04GPU Cloud TCO
05Inference Tokens
06Power Bottleneck
07Custom ASIC
08OCS TAM
09N3 Allocation
10Optical TAM

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Pokedex

Workspace

Workspace Pokedex HPC Map Portfolio Calendar Taiwan Revenue Memory

01AI Factory
02CPO Stack
03HBM Bridge
04GPU Cloud TCO
05Inference Tokens
06Power Bottleneck
07Custom ASIC
08OCS TAM
09N3 Allocation
10Optical TAM

Agent API Subscribe

Pokedex/Optics

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Fabless65 Foundry16 Memory22 Networking59 Optics48 Semicap61 Materials81 Integration70 DC Infra106 Robotics75 AI Cloud20 AI Model5

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Industry

Optics

Optical modules, components, lasers, coherent systems, and CPO-related suppliers.

48Companies4Segments5Shown

All Optics26 Transceivers4 Lasers / Components5 Fiber / Cable9 Other8

Market capAll caps17 > $10B5 > $100B0

Lasers / Components - 5 companiesSorted by market cap

LITELumentum Holdings Inc.Lasers / Components$66.1BNASDAQ·US
002281.SZAccelink Technologies Co,Ltd.Lasers / Components$31.0BSHZ·CN
000988.SZHuagong Tech Company LimitedLasers / Components$26.4BSHZ·CN
300620.SZAdvanced Fiber Resources (Zhuhai), Ltd.Lasers / Components$14.4BSHZ·CN
300548.SZEverProX Technologies Co., Ltd. Class ALasers / Components$12.3BSHZ·CN

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