큐레이션 · AI·반도체

AI networking & optics

InspectStocks 제공Published 2026년 10월 14일20 companies0 followers

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

AI 모델의 도움으로 묶고 편집자가 검토했습니다. 각 기업 아래의 한 줄이 이 기업이 여기 있는 이유를 설명합니다.

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주가는 2026년 11월 11일 종가이며, IEX 거래소 피드 기준입니다.

Grade mix

A 14B 2C 1D 3

Revenue growing

20 of 20

Free cash flow growing

15 of 20

Median price move, 1 year

+43.5%

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ANETArista Networks, Inc.
Computer hardwareMarket cap US$248.5BP/E 52.87
US$196.68+45.7%1Y
Since added -3.8%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
혼조
Revenue
US$11.9B+40.7%
Profit
US$4.8B+41.6%
Free cash flow
US$4.3B+15.7%
Discuss
Why it is here: Sells network switches and routers to cloud and AI data centres
CSCOCISCO SYSTEMS, INC.
Communication equipmentMarket cap US$397.5BP/E 26.81
US$100.82+38.8%1Y
Since added -12.4%
C+
성장과 현금
성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$67B+16.1%
Profit
US$15B+44.8%
Free cash flow
US$12.8B-3.9%
Discuss
Why it is here: Sells networking equipment to businesses and cloud providers
CIENCiena Corp
Communication equipmentMarket cap US$42BP/E 66.09
US$296.09+41.3%1Y
Since added -26.0%
A+
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$6B+32.6%
Profit
US$654.4M+364.5%
Free cash flow
US$814.4M+34.5%
Discuss
Why it is here: Makes optical transport and coherent optical modules for networks
LITELumentum Holdings Inc.
Communication equipmentMarket cap US$58.8BNo P/E
US$647.85+155.2%1Y
Since added -34.4%
A
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
혼조
Getting better
개선 중
Revenue
US$3.7B+103.2%
Profit
-US$6.6B-5,948.0%
Free cash flow
US$356.3M+502.6%
Discuss
Why it is here: Makes lasers and optical transceiver components for networks and data centres
COHRCoherent Corp.
Scientific and technical instrumentsMarket cap US$46.2BP/E 48.54
US$234.44+49.6%1Y
Since added -19.2%
D
성장과 현금
혼조
Business trend
가속
Business quality
혼조
Getting better
개선 중
Revenue
US$7.9B+30.8%
Profit
US$963.3M+285.6%
Free cash flow
-US$1.8B-2,585.4%
Discuss
Why it is here: Makes lasers and optical data links for data centres and networks
GLWCORNING INC /NY
Electronic componentsMarket cap US$103.7BP/E 48.74
US$120.38+36.4%1Y
Since added -18.9%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$17.7B+18.8%
Profit
US$2.2B+57.4%
Free cash flow
US$2.5B+111.8%
Discuss
Why it is here: Makes optical fibre and cable for communications networks
FNFABRINET
Electronic componentsMarket cap US$13.2BP/E 27.83
US$368.79-17.6%1Y
Since added -13.9%
D
성장과 현금
혼조
Business trend
가속
Business quality
혼조
Getting better
혼조
Revenue
US$5.1B+43.0%
Profit
US$480.6M+36.9%
Free cash flow
-US$190.5M-194.5%
Discuss
Why it is here: Builds optical communications modules and components under contract
APHAMPHENOL CORPORATION
Electronic componentsMarket cap US$195.8BP/E 15.83
US$79.31+12.5%1Y
Since added -7.7%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$33B+57.6%
Profit
US$5.9B+55.2%
Free cash flow
US$5.1B+44.0%
Discuss
Why it is here: Makes connectors, sensors and interconnect systems for electronics and industrial customers
AAOIApplied Optoelectronics, Inc.
Communication equipmentMarket cap US$5.1BP/E 없음 (영업손실)
US$55.80+133.1%1Y
Since added -43.0%
D-
성장과 현금
혼조
Business trend
가속
Business quality
취약
Getting better
혼조
Revenue
US$747.2M+77.2%
Profit
-US$32.8M+79.0%
Free cash flow
-US$417.9M-164.5%
Discuss
Why it is here: Makes optical transceivers and fibre-optic components for data centres and cable networks
CRDOCredo Technology Group Holding Ltd
SemiconductorsMarket cap US$26.6BP/E 50.14
US$141.39-11.8%1Y
Since added -28.7%
A+
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$1.6B+165.1%
Profit
US$538.3M+330.2%
Free cash flow
US$438.6M+369.2%
Discuss
Why it is here: Designs high-speed connectivity chips and cables for data centres
ALABAstera Labs, Inc.
SemiconductorsMarket cap US$40.4BP/E 91.98
US$230.86+46.3%1Y
Since added -29.0%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$1.6B+115.2%
Profit
US$461.3M+132.0%
Free cash flow
US$344.7M+50.2%
Discuss
Why it is here: Designs connectivity chips for AI and cloud data-centre interconnect
HPEHEWLETT PACKARD ENTERPRISE COMPANY
Communication equipmentMarket cap US$66.7BP/E 26.04
US$50.25+117.8%1Y
Since added -27.0%
A
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
혼조
Getting better
개선 중
Revenue
US$41.9B+26.6%
Profit
US$2.8B+123.6%
Free cash flow
US$4.2B+1,747.1%
Discuss
Why it is here: Sells switches and wireless networking equipment
AVGOBroadcom Inc.
SemiconductorsMarket cap US$1.65TP/E 44.07
US$345.52-2.0%1Y
Since added -3.3%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
크게 개선 중
Revenue
US$89.1B+48.7%
Profit
US$38.3B+102.1%
Free cash flow
US$39.4B+58.1%
Discuss
Why it is here: Sells networking and custom AI chips for data centres
MRVLMARVELL TECHNOLOGY, INC
SemiconductorsMarket cap US$148BP/E 55.72
US$168.82+89.3%1Y
Since added -37.2%
A+
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
우수
Getting better
개선 중
Revenue
US$9.5B+30.6%
Profit
US$2.6B+2,653.1%
Free cash flow
US$1.7B+12.8%
Discuss
Why it is here: Designs data-centre interconnect and custom silicon chips
NVDANVIDIA CORP
SemiconductorsMarket cap US$4.19TP/E 21.98
US$173.85-10.1%1Y
Since added -23.9%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
혼조
Revenue
US$303B+83.4%
Profit
US$192.9B+122.7%
Free cash flow
US$127B+76.3%
Discuss
Why it is here: Sells networking and interconnect products for AI data centres
TELTE CONNECTIVITY PLC
Electronic componentsMarket cap US$62.9BP/E 19.84
US$219.42-10.0%1Y
Since added +1.6%
A+
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
우수
Getting better
크게 개선 중
Revenue
US$19.9B+15.2%
Profit
US$3.3B+76.6%
Free cash flow
US$3.4B+6.2%
Discuss
Why it is here: Makes connectors, sensors and interconnect components for industrial, auto and electronics customers
MTSIMACOM Technology Solutions Holdings, Inc.
SemiconductorsMarket cap US$19.1BP/E 79.55
US$249.79+46.2%1Y
Since added -19.0%
A+
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
우수
Getting better
개선 중
Revenue
US$1.3B+37.3%
Profit
US$335.3M+718.4%
Free cash flow
US$204.1M+1.8%
Discuss
Why it is here: Sells optical driver and photonic chips for data networks
SMTCSemtech Corporation
SemiconductorsMarket cap US$11.7BNo P/E
US$125.22+74.6%1Y
Since added -27.5%
B
성장과 현금
강하게 성장 중
Business trend
둔화
Business quality
혼조
Getting better
개선 중
Revenue
US$1.1B+14.2%
Profit
-US$33.2M+72.2%
Free cash flow
US$173.2M+122.9%
Discuss
Why it is here: Designs analog and optical-driver chips for data centres
VIAVViavi Solutions Inc.
Communication equipmentMarket cap US$8.1BP/E 126.87
US$32.99+85.2%1Y
Since added -20.1%
A
성장과 현금
강하게 성장 중
Business trend
안정
Business quality
혼조
Getting better
개선 중
Revenue
US$1.7B+47.4%
Profit
US$67M+340.8%
Free cash flow
US$153M+95.4%
Discuss
Why it is here: Makes optical filters and components
TTMITTM TECHNOLOGIES, INC.
Electronic componentsMarket cap US$8.3BP/E 31.46
US$78.66+11.6%1Y
Since added -32.2%
B
성장과 현금
강하게 성장 중
Business trend
가속
Business quality
혼조
Getting better
개선 중
Revenue
US$3.8B+37.6%
Profit
US$268.5M+103.5%
Free cash flow
US$14.8M-58.7%
Discuss
Why it is here: Makes printed circuit boards for aerospace, defence and data-centre customers

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