Companies exposed to Photonic components
The AI stocks the model maps to Photonic components — part of the infrastructure layer, ranked by how strongly each name is exposed.
17 companies · ranked by exposure
The building-block optical parts — lasers, detectors, modulators — inside optics gear.
Full explainer: what Photonic components is & who makes it →They translate raw materials into the modules clusters depend on. When Photonic components 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 Photonic components
- 1
LumentumLITEProducer80 - 2
CoherentCOHRProducer78 - 3
MACOM Technology SolutionsMTSIProducer75 - 4
SemtechSMTCProducer75 - 5002281.SZAccelink Technologies Co., Ltd.002281.SZProducer70
- 6688195.SSOptowide Technologies688195.SSProducer70
- 7300394.SZSuzhou TFC Optical Communication300394.SZProducer70
- 8
Nokia CorporationNOKProducer60 - 9300548.SZBroadex Technologies Co., Ltd.300548.SZProducer55
- 10688313.SHHenan Shijia Photons Technology688313.SHProducer50
- 11
Sumitomo Electric Industries, Ltd.5802.TProducer50 - 12688498.SHYuanjie Semiconductor Technology688498.SHProducer50
- 13300620.SZAdvanced Fiber Resources (Zhuhai)300620.SZProducer45
- 140877.HKO-Net Technologies (Group) Limited0877.HKProducer45
- 15
AIXTRONAIXA.DESupplier40 - 16
Oxford Instruments plcOXIG.LSupplier40 - 173105.TWOWIN Semiconductors Corp.3105.TWOSupplier30
Frequently asked
What are the top Photonic components stocks?
By modeled exposure to Photonic components: Lumentum, Coherent, MACOM Technology Solutions, Semtech, Accelink Technologies Co., Ltd., Optowide Technologies. The full ranked list of 17 names is below.
Which companies make Photonic components?
The names the model tags as producers or suppliers of Photonic components: Lumentum, Coherent, MACOM Technology Solutions, Semtech, Accelink Technologies Co., Ltd., Optowide Technologies.
What is Photonic components?
The building-block optical parts — lasers, detectors, modulators — inside optics gear.
What happens if Photonic components runs short?
Component shortfalls — often material-driven — cascade into transceiver and fabric shortages.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.