Sign in中文By regionThemesReports
Market cap rankings ／ By theme ／ Optical Modules & Devices

Optical Modules & Devices Companies

Optical Modules & Devices ｜ 23 companies · combined $389.1B · 1.9% of the chain ｜ Data date October 31, 2026
Companies
23
Optical Modules & Devices market cap
$389.1B
Share of chain
1.9%
Segments
1

Optical Modules & Devices · Companies by Market Cap (October 31, 2026)

#CompanyMarket Market cap% of themeToday 30 daysCloseSegment
1Zhongji Innolight 300308SZ$97.6B25.1%-4.99%553.00 CNYOptical Modules & Devices
2Lumentum Holdings LITEUS$76.2B19.6%-8.57%840.70 USDOptical Modules & Devices
3Coherent Corp COHRUS$41.4B10.6%-11.34%210.32 USDOptical Modules & Devices
4Eoptolink Technology 300502SZ$40.9B10.5%-14.19%196.00 CNYOptical Modules & Devices
5T&S Communications 300394SZ$24.2B6.2%-8.42%148.00 CNYOptical Modules & Devices
6Yuanjie Semiconductor 688498SH$12.8B3.3%-7.19%688.99 CNYOptical Modules & Devices
7Accelink Technologies 002281SZ$12.7B3.3%-8.67%102.60 CNYOptical Modules & Devices
8Fabrinet FNUS$11.7B3.0%-6.13%327.29 USDOptical Modules & Devices
9HGTech 000988SZ$9.4B2.4%-7.65%62.15 CNYOptical Modules & Devices
10Advanced Fiber Resources 300620SZ$7.7B2.0%-7.70%206.56 CNYOptical Modules & Devices
11LandMark Optoelectronics 3081.TWTW$7.4B1.9%-7.96%2,370.00 TWDOptical Modules & Devices
12Cambridge Technology 603083SH$7.3B1.9%-4.16%125.20 CNYOptical Modules & Devices
13Shijia Photons 688313SH$6.3B1.6%-6.25%92.53 CNYOptical Modules & Devices
14Applied Optoelectronics AAOIUS$5.9B1.5%-12.80%69.05 USDOptical Modules & Devices
15Broadex Technologies 300548SZ$5.6B1.4%-9.87%126.08 CNYOptical Modules & Devices
16Zhongci Electronics 003031SZ$5.4B1.4%-7.29%80.30 CNYOptical Modules & Devices
17T&S Communications 300570SZ$4.0B1.0%-14.63%117.85 CNYOptical Modules & Devices
18Changguang Huaxin 688048SH$3.4B0.9%-8.24%130.30 CNYOptical Modules & Devices
19Linktel Technologies 301205SZ$3.1B0.8%-10.14%157.44 CNYOptical Modules & Devices
20Tengjing Technology 688195SH$2.6B0.7%-10.30%97.58 CNYOptical Modules & Devices
21Suzhou Tokelink Optical 688205SH$2.4B0.6%-13.20%102.51 CNYOptical Modules & Devices
22Mentech Technology 002902SZ$662M0.2%-5.13%18.69 CNYOptical Modules & Devices
23PCL Technologies 4908.TWTW$434M0.1%-8.38%180.50 TWDOptical Modules & Devices

The Optical Modules & Devices theme covers 23 companies across the AI compute value chain, with a combined market cap of $389.1 billion ($389.1B) — 1.9% of the $20.84T tracked chain-wide, spanning 1 segments.

These companies are concentrated in: Optical Modules & Devices (100.0%).

"% of theme" is the company's share of the theme's combined market cap; the "Segment" column links to each segment ranking. A company may belong to multiple themes (e.g. both GPU & AI Chips and AI ASIC), enabling cross-segment discovery.