optics

Optical transceivers, lasers, photonic integrated circuits, CPO, contract manufacturing of optical modules.

Parent theme: ai_hardware. 10 names in watchlist.

Names

• AAOI — Applied Optoelectronics
• AVGO — Broadcom — also ai-accelerator, networking
• CIEN — Ciena — also networking
• COHR — Coherent Corp
• CRDO — Credo Technology — also interconnect
• FN — Fabrinet
• LITE — Lumentum
• MRVL — Marvell Technology — also ai-accelerator, networking
• MTSI — MACOM Technology
• TSEM — Tower Semiconductor — also foundry