Photonics & Optics companies

19 companies in the Photonics & Optics part of the semiconductor & AI value chain.

Companies

  • InnoLight Technology — Leading optical transceiver maker for AI data centers. leader · SZSE:300308 · China
  • Hamamatsu Photonics — Leading maker of photonic devices, sensors, and light sources. leader · TSE:6965 · Japan
  • Eoptolink Technology — Optical transceiver maker for AI data centers. major · SZSE:300502 · China
  • Coherent — Photonics conglomerate: optical transceivers, lasers, SiC materials. major · NYSE:COHR · $5.8B · USA
  • Nokia — Telecom and data-center networking systems and optical transport. major · NYSE:NOK · $21.5B · Finland
  • Lumentum Holdings — Optical components and lasers for datacom transceivers and 3D sensing. major · NASDAQ:LITE · $1.6B · USA
  • Sumitomo Electric Industries — Optical fiber, compound-semiconductor devices, and EV power modules. major · TSE:5802 · Japan
  • Ciena — Optical networking and coherent transport for data-center interconnect. major · NYSE:CIEN · $4.8B · USA
  • Accelink Technologies — Chinese optical component and transceiver maker. major · SZSE:002281 · China
  • Furukawa Electric — Optical fiber, components, and electronic materials maker. major · TSE:5801 · Japan
  • Fabrinet — Contract manufacturer of optical and photonic components. major · NYSE:FN · $3.4B · Thailand
  • Ayar Labs — Co-packaged optical I/O chiplets for AI compute interconnect. challenger · USA
  • Celestial AI — Optical interconnect (Photonic Fabric) startup for AI. challenger · USA
  • Lightmatter — Photonic interconnect and compute startup for AI data centers. challenger · USA
  • Applied Optoelectronics — Optical transceiver and component maker. niche · NASDAQ:AAOI · $456M · USA
  • nLight — Semiconductor and fiber laser maker. niche · NASDAQ:LASR · $261M · USA
  • POET Technologies — Optical interposer and engine maker for transceivers. niche · NASDAQ:POET · $1M · Canada
  • Aeva Technologies — FMCW lidar-on-chip sensors for automotive and industrial use. niche · NASDAQ:AEVA · $18M · USA
  • Source Photonics — Optical transceivers for data-center and telecom networks. niche · USA

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