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The optical chip sector took off across the board yesterday, and I took the opportunity to sort out the AI optical chip industry chain.
I. Optical Components and Active Optics
- Lumentum ( $Lumentum(LITE.US) ) – Optical communication components and lasers
- Coherent ( $Coherent Corp.(COHR.US) ) – Optical communication and laser solutions
- Applied Optoelectronics ( $Applied Optoelectronics(AAOI.US) ) – Optical transceivers and lasers
- Fabrinet ( $Fabrinet(FN.US) ) – Optical component contract manufacturing
- Ciena ( $Ciena(CIEN.US) ) – Optical network transport systems
- Infinera ( $Infinera(INFN.US) ) – Optical network equipment and chips
II. Optical Switching and Chips
- Arista ( $Arista Networks(ANET.US) ) – Data center network switches
- Marvell ( $Marvell Tech(MRVL.US) ) – Optical interconnect DSP and network chips
- Broadcom ( $Broadcom(AVGO.US) ) – Optical communication and switch chips
III. Passive and Supporting Components
- MACOM ( $Macom Tech(MTSI.US) ) – RF and optical communication chips
- nLight ( $nLight(LASR.US) ) – Semiconductor lasers
- LightPath ( $Lightpath(LPTH.US) ) – Infrared optics and molded lenses
- POET ( $POET Tech(POET.US) ) – Optoelectronic integrated chips
- Aeluma ( $Aeluma(ALMU.US) ) – Optoelectronic detection devices
- Syntec ( $Syntec Optics(OPTX.US) ) – Optical components and coatings
- Lightwave Logic ( $Lightwave Logic(LWLG.US) ) – Electro-optic polymer materials
- Cisco ( $Cisco(CSCO.US) ) – Network equipment and optical modules
- NVIDIA ( $NVIDIA(NVDA.US) ) – GPUs and InfiniBand interconnect
IV. Materials and Manufacturing Enablement
- Corning ( $Corning(GLW.US) ) – Optical fibers and cables
- AXT Inc ( $AXT(AXTI.US) ) – Semiconductor substrate materials
V. Wafer Foundry and Packaging
- GlobalFoundries ($GlobalFoundries(GFS.US)) – Silicon photonics wafer foundry
- Tower Semiconductor ($Tower Semicon(TSEM.US)) – Silicon photonics foundry
- Amkor ($Amkor Tech(AMKR.US)) – Semiconductor packaging and testing
VI. Testing and Silicon Testing
- Aehr Test Systems ($Aehr Test(AEHR.US)) – Semiconductor test equipment
- FormFactor ($Formfactor(FORM.US)) – Probe cards and wafer testing
- Keysight ($Keysight Tech(KEYS.US)) – Optical communication test and measurement
- Onto Innovation ($Onto Innovation(ONTO.US)) – Process control and inspection
- Viavi ($Viavi Solutions(VIAV.US)) – Network and optical component testing
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