Distribution & Misc companies

47 companies in the Distribution & Misc part of the semiconductor & AI value chain.

Subsegments

Distributors Design Services Photonics & Optics Systems & ODM (AI servers)

Companies

  • Dell Technologies — Top AI server and infrastructure systems integrator. leader · NYSE:DELL · $113.5B · USA · Networking & Systems, Systems & ODM (AI servers)
  • InnoLight Technology — Leading optical transceiver maker for AI data centers. leader · SZSE:300308 · China · Photonics & Optics
  • Hon Hai (Foxconn) — World's largest electronics contract manufacturer; builds AI servers. leader · TWSE:2317 · Taiwan · Systems & ODM (AI servers)
  • Quanta Computer — Top ODM building AI servers for hyperscalers. leader · TWSE:2382 · Taiwan · Systems & ODM (AI servers)
  • WT Microelectronics — Major Asian semiconductor distributor that acquired Future Electronics. leader · TWSE:3036 · Taiwan · Distributors
  • WPG Holdings — World's largest semiconductor component distributor. leader · TWSE:3702 · Taiwan · Distributors
  • Hamamatsu Photonics — Leading maker of photonic devices, sensors, and light sources. leader · TSE:6965 · Japan · Photonics & Optics
  • Eoptolink Technology — Optical transceiver maker for AI data centers. major · SZSE:300502 · China · Photonics & Optics
  • Coherent — Photonics conglomerate: optical transceivers, lasers, SiC materials. major · NYSE:COHR · $5.8B · USA · Photonics & Optics
  • Nokia — Telecom and data-center networking systems and optical transport. major · NYSE:NOK · $21.5B · Finland · Networking & Systems, Photonics & Optics
  • Lumentum Holdings — Optical components and lasers for datacom transceivers and 3D sensing. major · NASDAQ:LITE · $1.6B · USA · Photonics & Optics
  • Sumitomo Electric Industries — Optical fiber, compound-semiconductor devices, and EV power modules. major · TSE:5802 · Japan · Photonics & Optics, Power Semiconductors (incl. SiC, GaN)
  • Ciena — Optical networking and coherent transport for data-center interconnect. major · NYSE:CIEN · $4.8B · USA · Networking & Systems, Photonics & Optics
  • Celestica — EMS/ODM supplier of data-center hardware and AI systems. major · NYSE:CLS · $12.4B · Canada · Systems & ODM (AI servers), Networking & Systems
  • Jabil — Global EMS manufacturer building electronics and data-center hardware. major · NYSE:JBL · $29.8B · USA · Systems & ODM (AI servers)
  • Lenovo — Global PC and server maker; ISG builds AI servers. major · HKEX:0992 · Hong Kong · Systems & ODM (AI servers)
  • Accelink Technologies — Chinese optical component and transceiver maker. major · SZSE:002281 · China · Photonics & Optics
  • Wiwynn — Hyperscale AI server and storage ODM (Wistron group). major · TWSE:6669 · Taiwan · Systems & ODM (AI servers)
  • Furukawa Electric — Optical fiber, components, and electronic materials maker. major · TSE:5801 · Japan · Photonics & Optics, Substrates
  • Fabrinet — Contract manufacturer of optical and photonic components. major · NYSE:FN · $3.4B · Thailand · Photonics & Optics
  • Super Micro Computer — AI server and liquid-cooled rack systems builder. major · NASDAQ:SMCI · $22.0B · USA · Networking & Systems, Systems & ODM (AI servers)
  • Wistron — Taiwanese ODM building servers and AI systems for hyperscalers. major · TWSE:3231 · Taiwan · Systems & ODM (AI servers)
  • Inspur — Chinese server and AI-system maker. major · SZSE:000977 · China · Systems & ODM (AI servers)
  • Arrow Electronics — Global electronic component distributor and supply chain services. major · NYSE:ARW · $30.9B · USA · Distributors
  • Inventec — Server and AI-system ODM for cloud data centers. major · TWSE:2356 · Taiwan · Systems & ODM (AI servers)
  • Avnet — Global distributor with strong design-chain services. major · NASDAQ:AVT · $22.2B · USA · Distributors
  • Gigabyte Technology — Server, GPU, and motherboard maker for AI and data centers. major · TWSE:2376 · Taiwan · Systems & ODM (AI servers)
  • Pegatron — Electronics ODM for computing, networking, and servers. major · TWSE:4938 · Taiwan · Systems & ODM (AI servers)
  • Macnica Holdings — Japan's largest semiconductor distributor. major · TSE:3132 · Japan · Distributors
  • DigiKey — Large catalog distributor of electronic components. major · USA · Distributors
  • Mouser Electronics — Catalog distributor of semiconductors and components, owned by TTI. major · USA · Distributors
  • TTI, Inc. — Specialty distributor of passive, connector, and electromechanical parts. major · USA · Distributors
  • Ayar Labs — Co-packaged optical I/O chiplets for AI compute interconnect. challenger · USA · Photonics & Optics
  • Celestial AI — Optical interconnect (Photonic Fabric) startup for AI. challenger · USA · Photonics & Optics
  • Lightmatter — Photonic interconnect and compute startup for AI data centers. challenger · USA · Photonics & Optics
  • VeriSilicon — Chinese IP licensing and turnkey chip design services company. niche · SSE:688521 · China · Semiconductor IP Licensing, Design Services
  • Applied Optoelectronics — Optical transceiver and component maker. niche · NASDAQ:AAOI · $456M · USA · Photonics & Optics
  • nLight — Semiconductor and fiber laser maker. niche · NASDAQ:LASR · $261M · USA · Photonics & Optics
  • Nagase & Co. — Chemicals trading house and electronic-materials maker. niche · TSE:8012 · Japan · Photoresists & Chemicals, Distributors
  • PDF Solutions — Yield analytics and process control software for fabs. niche · NASDAQ:PDFS · $22M · USA · Design Services
  • POET Technologies — Optical interposer and engine maker for transceivers. niche · NASDAQ:POET · $1M · Canada · Photonics & Optics
  • Aeva Technologies — FMCW lidar-on-chip sensors for automotive and industrial use. niche · NASDAQ:AEVA · $18M · USA · Photonics & Optics
  • Supreme Electronics — Taiwanese electronic-component distributor. niche · TWSE:8112 · Taiwan · Distributors
  • Weikeng Industrial — Asia-Pacific semiconductor and component distributor. niche · TWSE:3033 · Taiwan · Distributors
  • Rutronik — European electronic component distributor. niche · Germany · Distributors
  • Sondrel — Custom SoC design and turnkey ASIC services. niche · United Kingdom · Design Services
  • Source Photonics — Optical transceivers for data-center and telecom networks. niche · USA · Photonics & Optics

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