---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000960389.md"
description: "Presentation from Celestica highlighting projections for custom ASIC and ethernet networking market. > Custom ASIC TAM is projected to grown more than 7x from $61 billion in 2026 to $434 billion by 2030 at a 64% CAGR.> Data Center Ethernet Networking TAM is projected to grow from $44 billion in 2026 to $173 billion by 2030, driven by rapid expansion in Scale-Up Back-End networking from $1 billion to $55 billion.$Celestica(CLS.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) $Lumentum(LITE.US) $Coherent Corp.(COHR.US)"
datetime: "2026-10-29T13:05:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000960389.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000960389.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000960389.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Presentation from Celestica highlighting projectio…


### Related Stocks

- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [CLS.US](https://longbridge.com/en/quote/CLS.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [LITU.US](https://longbridge.com/en/quote/LITU.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**