Companies exposed to 1.6T optics
The AI stocks the model maps to 1.6T optics — part of the infrastructure layer, ranked by how strongly each name is exposed.
6 companies · ranked by exposure
The next generation of optical modules, doubling speed to 1.6 terabits per second.
Full explainer: what 1.6T optics is & who makes it →It is the bandwidth uplift that next-generation fabrics depend on. When 1.6T optics tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
The companies, ranked by exposure to 1.6T optics
Frequently asked
What are the top 1.6T optics stocks?
By modeled exposure to 1.6T optics: Applied Optoelectronics, Inc., Huagong Technology Co., Ltd., POET Technologies Inc., Eoptolink Technology Inc., Ltd., InnoLight, Accelink Technologies Co., Ltd.. The full ranked list of 6 names is below.
Which companies make 1.6T optics?
The names the model tags as producers or suppliers of 1.6T optics: Applied Optoelectronics, Inc., Huagong Technology Co., Ltd., POET Technologies Inc., Eoptolink Technology Inc., Ltd., InnoLight, Accelink Technologies Co., Ltd..
What is 1.6T optics?
The next generation of optical modules, doubling speed to 1.6 terabits per second.
What happens if 1.6T optics runs short?
A delayed 1.6T ramp caps scale-out bandwidth and defers efficiency gains.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.