To The Moon

As AI data centers scale, photonics is becoming increasingly important across the entire infrastructure stack.

Here’s the ecosystem by layer 👇

1️⃣ Materials & Wafers
$AXT Inc(AXTI)$ $Teck Resources Ltd(TECK)$ $IQE Plc(IQEPF)$ $Lightwave Logic, Inc.(LWLG)$ $SCHRODER ORIENT(SOI.UK)$ $Wolfspeed Inc.(WOLF)$

2️⃣ Tools
$Aixia Group AB(AIXAF)$ $Veeco Instruments(VECO)$ $Lam Research(LRCX)$ $Applied Materials(AMAT)$ $SOHM, Inc.(SHMN)$ $Onto Innovation Inc.(ONTO)$ ALRIB

3️⃣ Lasers
$Silver Verde May Mining Co., Inc.(SIVE)$ $MACOM Technology Solutions Holdings, Inc.(MTSI)$ $Himax(HIMX)$ $STMicroelectronics NV(STM)$ $nLIGHT(LASR)$

4️⃣ Foundries
$Tower Semiconductor(TSEM)$ $Fabrinet(FN)$ $X-FAB SILICON FOUNDRIES SE(XFABF)$ $Sanmina(SANM)$ $United Microelectronics(UMC)$ $GLOBALFOUNDRIES Inc.(GFS)$

5️⃣ Testing
$Aehr Test(AEHR)$ $FormFactor(FORM)$ $Cohu(COHU)$ $Teradyne(TER)$ $Viavi Solutions(VIAV)$ $ASE Technology(ASX)$ $Amkor Technology(AMKR)$

6️⃣ Optics
$Lumentum(LITE)$ $Coherent(COHR)$ $POET Technologies Inc(POET)$ $MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF(MEMS)$ $Applied Optoelectronics(AAOI)$ $Syntec Optics Holdings, Inc.(OPTX)$ $LightPath(LPTH)$

7️⃣ Networking
$Credo Technology Group Holding Ltd(CRDO)$ $Marvell Technology(MRVL)$ $Semtech(SMTC)$ $Ciena(CIEN)$ $Nokia Oyj(NOK)$ $Corning(GLW)$ $Astera Labs, Inc.(ALAB)$ $Arista Networks(ANET)$ $Broadcom(AVGO)$

⚡ From raw materials to lasers, optics and networking, photonics touches nearly every layer of the AI connectivity stack.

Save this map. 👀

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