From Wafers to Networks: The 7 Layers of Photonics

AfraSimon
08:17

The 7 Layers of Photonics

1. Materials & Wafers: $AXT Inc(AXTI)$ $Aeluma, Inc.(ALMU)$ $Teck Resources Ltd(TECK)$ $IQE(IQE.UK)$ $Lightwave Logic, Inc.(LWLG)$ $SCHRODER ORIENT(SOI.UK)$ $Wolfspeed Inc.(WOLF)$

2. Tools: $Aixia Group AB(AIXAF)$ $Veeco Instruments(VECO)$ $Lam Research(LRCX)$ $Applied Materials(AMAT)$ $SOHM, Inc.(SHMN)$ $Onto Innovation Inc.(ONTO)$

3. Lasers: $Silver Verde May Mining Co., Inc.(SIVE)$ $MACOM Technology Solutions Holdings, Inc.(MTSI)$ $Himax(HIMX)$ $STMicroelectronics NV(STM)$ $nLIGHT(LASR)$

4. Foundries: $Tower Semiconductor(TSEM)$ $Fabrinet(FN)$ $X-FAB SILICON FOUNDRIES SE(XFABF)$ $Sanmina(SANM)$ $United Microelectronics(UMC)$ $GLOBALFOUNDRIES Inc.(GFS)$

5. Testing: $Aehr Test(AEHR)$ $FormFactor(FORM)$ $Cohu(COHU)$ $Teradyne(TER)$ $Viavi Solutions(VIAV)$ $ASE Technology(ASX)$ $Amkor Technology(AMKR)$

6. Optics: $Lumentum(LITE)$ $COHERENT(COHR)$ $POET Technologies Inc(POET)$ $MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF(MEMS)$ $Applied Optoelectronics(AAOI)$ $Syntec Optics Holdings, Inc.(OPTX)$ $LightPath(LPTH)$

7. Networking: $Credo Technology Group Holding Ltd(CRDO)$ $Marvell Technology(MRVL)$ $Semtech(SMTC)$ $Ciena(CIEN)$ $Nokia Oyj(NOK)$ $Corning(GLW)$ $Astera Labs, Inc.(ALAB)$ $Arista Networks(ANET)$ $Broadcom(AVGO)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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