AllI · HBM & memory bandwidthII · Advanced packaging & CoWoSIII · Lithography & EUV opticsIV · Leading-edge foundryV · Power, grid & generationVI · Liquid cooling & thermalVII · Optical interconnect & networkingVIII · Substrates, resist & wafer materialsIX · Accelerators & the capex layerX · Private giants & exposure vehicles
| Ticker | Name | Tier ↓ | Quote | Mkt cap | 1W | Chokepoints |
|---|---|---|---|---|---|---|
| COHR | Coherent Corp. | core | $293.17-3.4% | $70.0B | +10.9% | optical-interconnect |
| CRDO | Credo Technology Group Holding Ltd | core | $160.31-4.5% | $45.0B | -2.4% | optical-interconnect |
| FN | Fabrinet | core | $403.95-3.4% | $22.0B | +2.3% | optical-interconnect |
| LITE | Lumentum Holdings Inc. | core | $935.70-5.4% | $68.0B | +10.4% | optical-interconnect |
| MRVL | Marvell Technology, Inc. | core | $226.96-3.4% | $250.0B | +8.7% | optical-interconnect |
| ANET | Arista Networks, Inc. | watch | $188.99-2.0% | $213.0B | -1.3% | optical-interconnect |
| AAOI | Applied Optoelectronics, Inc. | speculative | $103.29-4.3% | $13.0B | +2.9% | optical-interconnect |
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