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The Seven-Layer Structure of Optics
Materials & Wafers: $AXT(AXTI.US) $Aeluma(ALMU.US) $Teck Resources B(TECK.US) $IQE $Lightwave Logic(LWLG.US) $SOI $Wolfspeed(WOLF.US)
Tools: $AIXA $ALRIB $Veeco Instruments(VECO.US) $Lam Research(LRCX.US) $Applied Materials(AMAT.US) $SHMN $Onto Innovation(ONTO.US)
Lasers: $SIVE $Macom Tech(MTSI.US) $Himax Tech(HIMX.US) $STMicroelectronics NV(STM.US) $nLight(LASR.US)
Foundries: $Tower Semicon(TSEM.US) $Fabrinet(FN.US) $XFAB $Sanmina(SANM.US) $United Microelectronics(UMC.US) $GlobalFoundries(GFS.US)
Testing: $Aehr Test(AEHR.US) $Formfactor(FORM.US) $Cohu(COHU.US) $Teradyne(TER.US) $Viavi Solutions(VIAV.US) $Advanced Semiconductor Engineering(ASX.US) $Amkor Tech(AMKR.US)
Optics: $Lumentum(LITE.US) $Coherent Corp.(COHR.US) $POET Tech(POET.US) $Matthews Emerging Markets Discv Actv ETF(MEMS.US) $Applied Optoelectronics(AAOI.US) $Syntec Optics(OPTX.US) $Lightpath(LPTH.US)
Networking Stocks: $Credo Tech(CRDO.US) $Marvell Tech(MRVL.US) $Semtech(SMTC.US) $Ciena(CIEN.US) $Nokia(NOK.US) $Corning(GLW.US) $Astera Labs(ALAB.US) $Arista Networks(ANET.US) $Broadcom(AVGO.US)
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