Equity research
2026.07.11 18:32

IEEE: CPO Ecosystem

Silicon Photonics Manufacturers

Intel $Intel(INTC.US)

TSMC $Taiwan Semiconductor(TSM.US)

Samsung Electronics $005930.KS

GlobalFoundries $GlobalFoundries(GFS.US)

Tower Semiconductor $Tower Semicon(TSEM.US)

External laser Vendors

Lumentum $Lumentum(LITE.US)

Coherent $Coherent Corp.(COHR.US)

Intel $Intel(INTC.US)

Furukawa Electric $5801.T

Molex

Suzhou TFC Optical Communication $300394.SZ

VCSEL Manufacturers

Broadcom $Broadcom(AVGO.US)

Coherent $Coherent Corp.(COHR.US)

Lumentum $Lumentum(LITE.US)

Adtran $Adtran(ADTN.US)

Trumpf

Vertilas

Vanguard International Semiconductor $5347.TW

Substrate Suppliers

Unimicron $3037.TW

Ibiden $4062.T

Shinko Electric Industries $6967.T

AT&S $ATS(ATS.US).VI

Nanya PCB $8046.TW

Samsung Electro-Mechanics $009150.KS

uLED Manufacturers

ams-OSRAM $American Shared Hosp(AMS.US).SW

Nichia

Lumileds

Foundries + OSATs

TSMC $Taiwan Semiconductor(TSM.US)

ASE Group $Advanced Semiconductor Engineering(ASX.US)

Amkor Technology $Amkor Tech(AMKR.US)

Intel $Intel(INTC.US)

Samsung Electronics $005930.KS

GlobalFoundries $GlobalFoundries(GFS.US)

SPIL - subsidiary of ASE Group $Advanced Semiconductor Engineering(ASX.US)

IBM $IBM(IBM.US)

ODMs + OEMs

Foxconn / Hon Hai Precision Industry $2317.TW

Fabrinet $Fabrinet(FN.US)

Jabil $Jabil(JBL.US)

Glass Interposer Suppliers

Corning $Corning(GLW.US)

Intel $Intel(INTC.US)

ColorChip

Equipment/Metrology Suppliers

Keysight Technologies $Keysight Tech(KEYS.US)

FormFactor $Formfactor(FORM.US)

ficonTEC - subsidiary of RoboTechnik Intelligence Technology $300757.SZ

Yagishita Giken

Data-Pixel

Sumix

Connector/Receptacle Suppliers

US Conec

Senko Advanced Components - subsidiary of SENKO Group $9069.T

Corning $Corning(GLW.US)

Sumitomo Electric $5802.T

Furukawa Electric $5801.T

Teramount

Hakusan

Orbray

Twinstar

Fiber Suppliers

Corning $Corning(GLW.US)

Sumitomo Electric $5802.T

Fujikura $5803.T

Prysmian Group $PRY.MI

OFS - subsidiary of Furukawa Electric $5801.T

Yangtze Optial Fibre and Cable $6869.HK

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.