Companies exposed to 800G optics
The AI stocks the model maps to 800G optics — part of the infrastructure layer, ranked by how strongly each name is exposed.
15 companies · ranked by exposure
Current high-speed optical modules running at 800 gigabits per second.
Full explainer: what 800G optics is & who makes it →It is the dominant optics generation in active buildout. When 800G 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 800G optics
- 1300502.SZEoptolink Technology Inc., Ltd.300502.SZProducer95
- 2
InnoLight300308.SZProducer90 - 3002281.SZAccelink Technologies Co., Ltd.002281.SZProducer85
- 4
Celestica Inc.CLSProducer75 - 5AAOIApplied Optoelectronics, Inc.AAOIProducer70
- 6
Jabil Inc.JBLProducer70 - 7
Nokia CorporationNOKProducer65 - 8
SemtechSMTCSupplier60 - 9SPSource PhotonicsProducer60
- 10FNFabrinetFNProducer58
- 11
Huagong Technology Co., Ltd.000988.SZProducer55 - 12
CienaCIENProducer50 - 13603083.SSCIG Shanghai (Cambridge Industries Group)603083.SSProducer35
- 14
MaxLinearMXLSupplier35 - 15
Keysight TechnologiesKEYSSupplier30
Frequently asked
What are the top 800G optics stocks?
By modeled exposure to 800G optics: Eoptolink Technology Inc., Ltd., InnoLight, Accelink Technologies Co., Ltd., Celestica Inc., Applied Optoelectronics, Inc., Jabil Inc.. The full ranked list of 15 names is below.
Which companies make 800G optics?
The names the model tags as producers or suppliers of 800G optics: Eoptolink Technology Inc., Ltd., InnoLight, Accelink Technologies Co., Ltd., Celestica Inc., Applied Optoelectronics, Inc., Jabil Inc..
What is 800G optics?
Current high-speed optical modules running at 800 gigabits per second.
What happens if 800G optics runs short?
800G supply tightness directly slows scale-out deployment.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.