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  • 01AI Factory
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  • 03HBM Bridge
  • 04GPU Cloud TCO
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  • 06Power Bottleneck
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  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
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Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 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/Optics
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Fabless65Foundry16Memory22Networking59Optics48Semicap61Materials81Integration70DC Infra106Robotics75AI Cloud20AI Model5
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Industry

Optics

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

48Companies4Segments6Shown
All Optics23Transceivers4Lasers / Components4Fiber / Cable9Other6
Market capAll caps12> $10B6> $100B2
Other - 6 companiesSorted by market cap
  • AVGOBroadcom Inc.Other$1.74TNASDAQ·US›
  • MRVLMarvell Technology, Inc.Other$208.0BNASDAQ·US›
  • NOKIA.HENokia OyjOther$57.1BHEL·FI›
  • CIENCiena CorporationOther$56.5BNYSE·US›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$20.4BNASDAQ·US›
  • FNFabrinetOther$15.6BNYSE·KY›
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