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  • 08OCS TAM
  • 09N3 Allocation
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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.

48Companies4Segments12Shown
All Optics48Transceivers6Lasers / Components17Fiber / Cable13Other12
Market capAll caps12> $10B6> $100B2
Other - 12 companiesSorted by market cap
  • AVGOBroadcom Inc.Other$1.74TNASDAQ·US›
  • MRVLMarvell Technology, Inc.Other$205.5BNASDAQ·US›
  • NOKIA.HENokia OyjOther$57.1BHEL·FI›
  • CIENCiena CorporationOther$55.9BNYSE·US›
  • MTSIMACOM Technology Solutions Holdings, Inc.Other$20.4BNASDAQ·US›
  • FNFabrinetOther$15.5BNYSE·KY›
  • VIAVViavi Solutions Inc.Other$9.4BNASDAQ·US›
  • 600498.SSFiberhome Telecommunication Technologies Co., Ltd.Other$8.2BSHH·CN›
  • HUBN.SWHuber+Suhner AGOther$3.8BSIX·CH›
  • IQE.LIQE plcOther$0.8BLSE·GB›
  • ADTNADTRAN Holdings, Inc.Other$0.6BNASDAQ·US›
  • SMOPFSmartoptics Group ASOther$0.5BOTC·NO›
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