Group
Optical Connectivity
7 themes43 tickers
10D rank10D#9of 172 groups/172
Optical Connectivity tracks the dazzling shift to light-speed photonics, driven by the AI data center boom. This group is all about the 'picks and shovels' powering this revolution, from optical transceivers to co-packaged optics, connecting the future.
AI Network Systems+92.18%14.3%
AI Optical Transceivers+222.28%14.3%
Interconnect Electrical & Copper+101.35%14.3%
Optical Infrastructure+104.23%14.3%
Photonics Equipment+114.54%14.3%
Photonics Substrates & Materials+407.94%14.3%
Silicon Photonics & Optical Engines+108.80%14.3%
As of Oct 9, 2026, 4:20 AM ET
Themes in this group
| Optical Connectivity '26: AI Network SystemsAI Network Systems | 6 | $156.82B | $940.91B | -2.51% | +8.05% | +10.20% | +5.08% | +76.37% | +92.18% | +185.93% | +365.37% | +9.96% | +10.24% | +59.99% | +186.64% | -1.46% | +8.74% |
| Optical Connectivity '26: Photonics Substrates & MaterialsPhotonics Substrates & Materials | 6 | $31.53B | $189.19B | -6.06% | +6.38% | +5.29% | -2.44% | +314.74% | +407.94% | +469.41% | +452.87% | +7.14% | +6.98% | +103.28% | +666.26% | +1.86% | -2.38% |
| Optical Connectivity '26: Interconnect Electrical & CopperInterconnect Electrical & Copper | 7 | $333.42B | $2.33T | -5.25% | +3.65% | +16.91% | +1.24% | +103.28% | +101.35% | +363.38% | +695.14% | +8.53% | +12.09% | +117.95% | +323.15% | -3.35% | +5.38% |
| Optical Connectivity '26: Photonics EquipmentPhotonics Equipment | 7 | $127.90B | $895.32B | -1.86% | +3.57% | +2.29% | -3.21% | +89.54% | +114.54% | +122.48% | +316.53% | -1.85% | -12.26% | +39.08% | +208.68% | -5.29% | +7.45% |
| Optical Connectivity '26: AI Optical TransceiversAI Optical Transceivers | 9 | $259.84B | $2.34T | -7.01% | +3.36% | +2.63% | +0.75% | +147.50% | +222.28% | +576.58% | +1787.17% | +3.52% | -6.25% | +101.66% | +639.22% | -3.18% | +2.81% |
| Optical Connectivity '26: Optical InfrastructureOptical Infrastructure | 9 | $53.55B | $481.92B | -2.57% | +3.35% | +2.19% | +1.84% | +76.58% | +104.23% | +299.63% | +759.35% | +4.94% | +3.91% | +17.52% | +265.45% | +1.32% | +12.00% |
| Optical Connectivity '26: Silicon Photonics & Optical EnginesSilicon Photonics & Optical Engines | 7 | $99.72B | $698.06B | -4.59% | -1.87% | -0.96% | -4.82% | +100.81% | +108.80% | +230.51% | +234.96% | -2.53% | -18.97% | +74.33% | +214.37% | -10.61% | +13.91% |
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