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.

48Companies4Segments8Shown

All Optics26 Transceivers4 Lasers / Components5 Fiber / Cable9 Other8

Market capAll caps12 > $10B8 > $100B2

Other - 8 companiesSorted by market cap

AVGOBroadcom Inc.Other$1.96TNASDAQ·US
MRVLMarvell Technology, Inc.Other$271.7BNASDAQ·US
NOKIA.HENokia OyjOther$75.5BHEL·FI
CIENCiena CorporationOther$60.6BNYSE·US
MTSIMACOM Technology Solutions Holdings, Inc.Other$29.9BNASDAQ·US
FNFabrinetOther$20.6BNYSE·KY
600498.SSFiberhome Telecommunication Technologies Co., Ltd.Other$12.8BSHH·CN
VIAVViavi Solutions Inc.Other$11.6BNASDAQ·US

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