Companies exposed to Transceivers
The AI stocks the model maps to Transceivers — part of the infrastructure layer, ranked by how strongly each name is exposed.
19 companies · ranked by exposure
The plug-in modules that turn electrical signals into light and back again.
Full explainer: what Transceivers is & who makes it →They are the per-port unit of optical connectivity, scaling directly with fabric size. When Transceivers 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 Transceivers
- 1002281.SZAccelink Technologies Co., Ltd.002281.SZProducer95
- 2300502.SZEoptolink Technology Inc., Ltd.300502.SZProducer92
- 3
CoherentCOHRProducer80 - 4
InnoLight300308.SZProducer80 - 5SPSource PhotonicsProducer75
- 6AAOIApplied Optoelectronics, Inc.AAOIProducer70
- 7FNFabrinetFNProducer70
- 8
Huagong Technology Co., Ltd.000988.SZProducer70 - 9
Jabil Inc.JBLProducer65 - 10
MarvellMRVLSupplier64 - 11HBHisense Broadband Multimedia TechnologiesProducer55
- 12688195.SSOptowide Technologies688195.SSSupplier55
- 13300394.SZSuzhou TFC Optical Communication300394.SZSupplier55
- 14
Luxshare Precision Industry002475.SZProducer50 - 15
STMicroelectronicsSTMSupplier50 - 16
Sumitomo Electric Industries, Ltd.5802.TProducer50 - 173234.TWOTrueLight Corporation3234.TWOSupplier40
- 18
Tower Semiconductor Ltd.TSEMSupplier30 - 19688498.SHYuanjie Semiconductor Technology688498.SHSupplier30
Frequently asked
What are the top Transceivers stocks?
By modeled exposure to Transceivers: Accelink Technologies Co., Ltd., Eoptolink Technology Inc., Ltd., Coherent, InnoLight, Source Photonics, Applied Optoelectronics, Inc.. The full ranked list of 19 names is below.
Which companies make Transceivers?
The names the model tags as producers or suppliers of Transceivers: Accelink Technologies Co., Ltd., Eoptolink Technology Inc., Ltd., Coherent, InnoLight, Source Photonics, Applied Optoelectronics, Inc..
What is Transceivers?
The plug-in modules that turn electrical signals into light and back again.
What happens if Transceivers runs short?
Module shortages — laser, DSP or material driven — throttle network buildout.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.