2026 IS THE YEAR OF PHOTONICS
2026 IS THE YEAR OF PHOTONICS
• $Corning(GLW)$ glass fiber & cable infrastructure for optical networks
• $Marvell Technology(MRVL)$ optical DSPs & custom interconnect silicon for AI clusters
• $Credo Technology Group Holding Ltd(CRDO)$ retimers, DSPs & active cables for rack-level signal integrity
• $Aehr Test(AEHR)$ burn-in & reliability test systems for photonics & AI hardware
• $Ciena(CIEN)$ optical transport systems that move long-distance data traffic
• $Astera Labs, Inc.(ALAB)$ PCIe & CXL connectivity chips linking CPUs, GPUs & memory
• $Fabrinet(FN)$ contract manufacturing for optical modules & networking hardware
• $Applied Optoelectronics(AAOI)$ data center optical transceivers with in-house laser manufacturing
• $Lumentum(LITE)$ high-speed lasers & optical components for data center transceivers
• $COHERENT(COHR)$ photonic materials, lasers & components across industrial & AI systems
• $Broadcom(AVGO)$ Ethernet switch chips, custom ASICs & optical components for AI networks
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