Full Stack Optics: $NVDA $MRVL $LITE Across the Value Chain

A List of Photonics Stocks:

Photonics stocks span the full technology stack, from materials and optical components to networking systems and semiconductor foundries.

With rising demand from AI, data centers, and high-speed connectivity, this ecosystem is becoming a key backbone of next-generation infrastructure.

Optical Transceivers: $Applied Optoelectronics(AAOI)$ $Lumentum(LITE)$ $COHERENT(COHR)$

Materials: $AXT Inc(AXTI)$ $Corning(GLW)$ $Lightwave Logic, Inc.(LWLG)$ $Aeluma, Inc.(ALMU)$

Optical Components: $MACOM Technology Solutions Holdings, Inc.(MTSI)$ $STMicroelectronics NV(STM)$ $Himax(HIMX)$ $Syntec Optics Holdings, Inc.(OPTX)$ $LightPath(LPTH)$ $nLIGHT(LASR)$

Optical Packaging & Integration: $Fabrinet(FN)$ $POET Technologies Inc(POET)$ $Amkor Technology(AMKR)$

Switching & Interconnects: $Marvell Technology(MRVL)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$

Networking Systems: $Arista Networks(ANET)$ $Cisco(CSCO)$ $Ciena(CIEN)$

Testing & QA: $Aehr Test(AEHR)$ $FormFactor(FORM)$ $KEYSTONE LAW G.(KEYS.UK)$ $Onto Innovation Inc.(ONTO)$ $Viavi Solutions(VIAV)$

Foundry: $Taiwan Semiconductor Manufacturing(TSM)$ $GLOBALFOUNDRIES Inc.(GFS)$ $Tower Semiconductor(TSEM)$

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