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キュレーション · AI・半導体

AI networking & optics

InspectStocks 編集Published 2026年10月14日20 companies0 followers

Switches, optical modules, lasers and connectors that move data between AI servers.

AI モデルの助けを借りてグループ分けし、編集部が確認しました。各企業の下の一行が、ここに入っている理由を説明します。

A
  • NVDANVIDIA
    $173.85-10.1% 1Y

    Sells networking and interconnect products for AI data centres

  • AVGOBroadcom
    $345.52-2.0% 1Y

    Sells networking and custom AI chips for data centres

  • ANETArista Networks
    $196.68+45.7% 1Y

    Sells network switches and routers to cloud and AI data centres

  • APHAmphenol
    $79.31+12.5% 1Y

    Makes connectors, sensors and interconnect systems for electronics and industrial customers

  • MRVLMarvell Technology
    $168.82+89.3% 1Y

    Designs data-centre interconnect and custom silicon chips

  • GLWCorning
    $120.38+36.4% 1Y

    Makes optical fibre and cable for communications networks

  • HPEHewlett Packard Enterprise
    $50.25+117.8% 1Y

    Sells switches and wireless networking equipment

  • TELTE Connectivity
    $219.42-10.0% 1Y

    Makes connectors, sensors and interconnect components for industrial, auto and electronics customers

  • LITELumentum
    $647.85+155.2% 1Y

    Makes lasers and optical transceiver components for networks and data centres

  • CIENCiena
    $296.09+41.3% 1Y

    Makes optical transport and coherent optical modules for networks

  • ALABAstera Labs
    $230.86+46.3% 1Y

    Designs connectivity chips for AI and cloud data-centre interconnect

  • CRDOCredo Technology
    $141.39-11.8% 1Y

    Designs high-speed connectivity chips and cables for data centres

  • MTSIMACOM Technology Solutions
    $249.79+46.2% 1Y

    Sells optical driver and photonic chips for data networks

  • VIAVViavi Solutions
    $32.99+85.2% 1Y

    Makes optical filters and components

B
  • SMTC成長が鈍っているため 1 段階下げSemtech
    $125.22+74.6% 1Y

    Designs analog and optical-driver chips for data centres

  • TTMITTM Technologies
    $78.66+11.6% 1Y

    Makes printed circuit boards for aerospace, defence and data-centre customers

C
  • CSCOCisco Systems
    $100.82+38.8% 1Y

    Sells networking equipment to businesses and cloud providers

D
  • COHRCoherent
    $234.44+49.6% 1Y

    Makes lasers and optical data links for data centres and networks

  • FNFabrinet
    $368.79-17.6% 1Y

    Builds optical communications modules and components under contract

  • AAOIApplied Optoelectronics
    $55.80+133.1% 1Y

    Makes optical transceivers and fibre-optic components for data centres and cable networks

F

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