The stack / 24 companies
Optics & interconnect
What moves a token between chips and between racks. Transceiver shipments are the tell before the capex is announced.
The number
800G/1.6T transceiver shipment growth
This week
Constituents
| Company | Ticker | Beat | Close | Week |
|---|---|---|---|---|
| Lumentum | LITE | networking | 881.26 | -1.5% |
| Accelink Technologies | 002281.SZ | networking | — | — |
| Arista Networks | ANET | networking | — | — |
| Astera Labs | ALAB | networking | — | — |
| AXT Inc | AXTI | networking | — | — |
| Ayar Labs | — | networking | — | — |
| Celestial AI | — | networking | — | — |
| Coherent Corp | COHR | networking | — | — |
| Corning | GLW | datacenters | — | — |
| Credo Technology | CRDO | networking | — | — |
| Enablence Technologies | ENA.V | networking | — | — |
| Eoptolink Technology | 300502.SZ | networking | — | — |
| Fabrinet | FN | networking | — | — |
| HyperLight | — | networking | — | — |
| IQE plc | IQE.L | networking | — | — |
| Lightmatter | — | networking | — | — |
| Lightwave Logic | LWLG | networking | — | — |
| Nokia | NOK | networking | — | — |
| O-Net Technologies | 0877.HK | networking | — | — |
| Oriole Networks | — | networking | — | — |
| Sivers Semiconductors | SIVE.ST | networking | — | — |
| Sumitomo Electric Industries | 5802.T | networking | — | — |
| Xscape Photonics | — | networking | — | — |
| Zhongji Innolight | 300308.SZ | networking | — | — |
24 on the layer · closes to 2026-09-04
What is being collected
series
A dated number. Collected on a cadence; the chart is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| china-transceiver-makers | optics constraint number: 800G/1.6T shipment growth via Innolight 300308 / Eoptolink 300502 revenue | — | lead |
calendar
Forward-dated events a lean can be sealed on.
| Source | What it is for | As of | State |
|---|---|---|---|
| optics-conference-calendar | OFC/ECOC dates on the optics page | — | lead |
event-log
Dated decisions where the event itself is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| fcc-equipment-authorizations | what's about to ship, per optical/networking name | — | lead |
| optics-backlog-language | backlog language across Coherent, Lumentum, Fabrinet, Ciena; custom-ASIC guidance at Broadcom/Marvell | — | not yet collected |
What happened
Nothing logged on this layer in the last 30 days. The sweep deposits events when it finds them; silence here means it found none.
Dated ahead
| Date | Company | Period | Firmness |
|---|---|---|---|
| 2026-10-29 | Corning GLW | 2026-Q3 | expected |
| 2026-11-02 | AXT Inc AXTI | 2026-Q3 | expected |
| 2026-11-03 | Fabrinet FN | 2026-Q3 | expected |
| 2026-11-05 | Arista Networks ANET | 2026-Q3 | expected |
| 2026-11-05 | Astera Labs ALAB | 2026-Q3 | expected |
| 2026-11-06 | Coherent Corp COHR | 2026-Q3 | expected |
| 2026-11-06 | Lumentum LITE | 2026-Q3 | expected |