The Photonics Ecosystem

Chips and systems

• NVIDIA | NVDA

• Broadcom | AVGO

• Marvell | MRVL

• Intel | INTC

Network companies

• Cisco | CSCO

• Ciena | CIEN

• Nokia | NOK

• Arista | ANET

• Juniper | JNPR

• HPE | HPE

CPO and optical switching

• Ayar Labs | Private

• Celestial AI | Private

• Lightmatter | Private

• Broadcom | AVGO

• NVIDIA | NVDA

Long-haul optics

• Ciena | CIEN

• Nokia | NOK

• Infinera | Private

Research and standards

• NTT | 9432.T

• imec | Private

Transceivers

• Applied Optoelectronics | AAOI

• Innolight | 300308.sz

• Eoptolink | 300502.sz

• Accelink | 002281.sz

• TFC Communication | 300394.sz

• Lumentum | LITE

• Coherent | COHR

• Cisco | CSCO

• Ciena | CIEN

• Nokia | NOK

Manufacturing

• Fabrinet | FN

• Jabil | JBL

• Sanmina | SANM

• Hon Hai | 2317.tw

• Venture | v03.si

• Innolight | 300308.sz

• Eoptolink | 300502.sz

• Accelink | 002281.sz

• Applied Optoelectronics | AAOI

Packaging

• Kyocera | 6971.T

• Ibiden | 4062.T

• Unimicron | 3037.tw

• ASE | ASX

• AT&S | ats.vi

• BESI | besi.as

• ASMPT | 0522.hk

Photonics foundries

• Tower Semiconductor | TSEM

• GlobalFoundries | GFS

• TSMC | TSM

• STMicroelectronics | STM

• X-FAB | XFAB

• imec | Private

• Ligentec | Private

• Intel | INTC

Connectivity chips

• Broadcom | AVGO

• Marvell | MRVL

• Credo | CRDO

• Semtech | SMTC

• MACOM | MTSI

• SiTime | SITM

• Cisco | CSCO

• Ciena | CIEN

• Alphawave Semi | AWE.L

• MaxLinear | MXL

• Renesas | 6723.T

Lasers

• Lumentum | LITE

• Coherent | COHR

• Mitsubishi Electric | 6503.T

• Sumitomo Electric | 5802.T

• Sivers Semiconductors | SIVE

• Scintil Photonics | Private

Modulators and PIC tech

• Lightwave Logic | LWLG

• Celestial AI | Private

• Ayar Labs | Private

• Lightmatter | Private

• POET Technologies | POET

Photodiodes

• Hamamatsu Photonics | 6965.T

• Coherent | COHR

• MACOM | MTSI

• Aeluma | ALMU

• STMicroelectronics | STM

Deposition and III-V tools

• AIXTRON | aixa.de

• Veeco | VECO

• Oxford Instruments | OXIG.L

• ASM International | asm.as

• IQE | IQE.L

• Coherent | COHR

Materials and wafers

• Sumitomo Electric | 5802.T

• AXT | AXTI

• IQE | IQE.L

• Soitec | soi.pa

• Shin-Etsu | 4063.T

• SUMCO | 3436.T

• GlobalWafers | 6488.tw

• Wafer Works | 6182.tw

• Corning | GLW

Equipment

• DISCO | 6146.T

• Applied Materials | AMAT

• Lam Research | LRCX

• KLA | KLAC

• MKS Instruments | MKSI

• BESI | besi.as

• ASMPT | 0522.hk

Testing

• Anritsu | 6754.T

• Keysight | KEYS

• VIAVI | VIAV

• Advantest | 6857.T

• Teradyne | TER

• EXFO | Private

• FormFactor | FORM

• Hamamatsu Photonics | 6965.T