Companies exposed to Silicon photonics
The AI stocks the model maps to Silicon photonics — part of the infrastructure layer, ranked by how strongly each name is exposed.
11 companies · ranked by exposure
Building optical parts using the same silicon chip-making methods.
Full explainer: what Silicon photonics is & who makes it →It is the manufacturing substrate for scalable, integrated optics. When Silicon photonics 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 Silicon photonics
- 1I(imec (Interuniversity Microelectronics Centre)R&D80
- 2
Jabil Inc.JBLProducer78 - 3
GlobalFoundriesGFSProducer70 - 4POETPOET Technologies Inc.POETR&D65
- 5
InnoLight300308.SZProducer50 - 6LILightmatterProducer50
- 7
Tower Semiconductor Ltd.TSEMProducer45 - 8
STMicroelectronicsSTMSupplier40 - 9
Shin-Etsu Chemical Co., Ltd.4063.TSupplier35 - 10
Soitec SASOI.PASupplier35 - 116223.TWOMPI Corporation6223.TWOSupplier30
Frequently asked
What are the top Silicon photonics stocks?
By modeled exposure to Silicon photonics: imec (Interuniversity Microelectronics Centre), Jabil Inc., GlobalFoundries, POET Technologies Inc., InnoLight, Lightmatter. The full ranked list of 11 names is below.
Which companies make Silicon photonics?
The names the model tags as producers or suppliers of Silicon photonics: Jabil Inc., GlobalFoundries, InnoLight, Lightmatter, Tower Semiconductor Ltd., STMicroelectronics.
What is Silicon photonics?
Building optical parts using the same silicon chip-making methods.
What happens if Silicon photonics runs short?
Integration or laser-coupling limits cap volume and yield.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.