The Photonics Supply Chain
Interactive AI Infrastructure Map — 52 tickers · 10 layers · 5 sources
🔍
All
SiPh/CPO
Photonics
TSMC COUPE
Citrini
AI Supply Chain
⚙️
L1
Equipment
3
AIXA.DE
Aixtron
52W +286%
SMHN.DE
SUSS MicroTec
52W +148%
AEHR
Aehr Test Systems
52W +494%
▼
💎
L2
Raw Materials & Substrates
4
SOI.PA
Soitec
52W +160%
AXTI
AXT Inc
52W +3946%
GLW
Corning
52W +235%
WAF.DE
Siltronic
52W +80%
▼
🔬
L3
Epiwafers
2
IQE.L
IQE
52W +375%
2455.TW
VPEC
52W +160%
▼
💡
L4
Laser Devices & PICs
6
LITE
Lumentum
52W +1238%
COHR
Coherent
52W +4%
AAOI
Applied Optoelectronics
52W +821%
POET
POET Technologies
52W +123%
LWLG
Lightwave Logic
52W +825%
MRVL
Marvell
52W +96%
▼
📡
L5
Optical DSPs & ICs
5
MTSI
MACOM
52W +164%
SMTC
Semtech
52W +250%
MXL
MaxLinear
52W +109%
CRDO
Credo Technology
52W +289%
SITM
SiTime
52W +223%
▼
📦
L6
Packaging & Assembly
9
FN
Fabrinet
52W +232%
ASX
ASE Technology
52W +213%
TSEM
Tower Semiconductor
52W +368%
GFS
GlobalFoundries
52W +49%
TSM
TSMC
52W +155%
BESI.AS
BE Semiconductor
52W +131%
HIMX
Himax
52W +73%
300308.SZ
Zhongji Innolight
52W +708%
300502.SZ
Eoptolink
52W +730%
▼
🔍
L7
Test & Measurement
6
FORM
FormFactor
52W +306%
KEYS
Keysight
52W +136%
VIAV
VIAV Solutions
52W +282%
TER
Teradyne
52W +351%
ONTO
Onto Innovation
52W +132%
CAMT
Camtek
52W +230%
▼
🔌
L8
Connectors, Fiber & Cable
5
APH
Amphenol
52W +154%
TEL
TE Connectivity
52W +79%
PRY.MI
Prysmian
52W +156%
5801.T
Furukawa Electric
52W +652%
5802.T
Sumitomo Electric
52W +488%
▼
🌐
L9
Switch Systems & DCO
5
AVGO
Broadcom
52W +135%
CSCO
Cisco
52W +52%
CIEN
Ciena
52W +617%
NOK
Nokia
52W +113%
NVDA
NVIDIA
52W +112%
▼
☁️
L10
OEM, Integrators & Hyperscalers
7
ANET
Arista Networks
52W +126%
DELL
Dell Technologies
52W +132%
MSFT
Microsoft
52W +17%
GOOGL
Google
52W +119%
AMZN
Amazon
52W +33%
META
Meta
52W +32%
ORCL
Oracle
52W +33%