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Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (30)

Company Market Cap Price
TSM Taiwan Semiconductor Manufacturing Company Limited
TSMC engages in co-packaged optics & photonics packaging to improve data-center power and bandwidth.
$1.85T
$357.62
+1.27%
AMAT Applied Materials, Inc.
Co-packaged optics & photonics packaging is cited as part of AMAT's advanced packaging and data-center interconnect capabilities.
$283.68B
$357.78
+1.84%
KLAC KLA Corporation
Co-packaged Optics & Photonics Packaging is part of KLA's advanced packaging capabilities.
$193.92B
$1476.30
+2.42%
MRVL Marvell Technology, Inc.
Co-packaged optics & photonics packaging platforms enabling optical integration with AI accelerators.
$67.32B
$78.09
+0.75%
LITE Lumentum Holdings Inc.
Develops co-packaged optics and photonics packaging, enabling integrated optical-electronic interconnects for data centers.
$47.66B
$680.63
-1.99%
COHR Coherent, Inc.
Co-packaged Optics & Photonics Packaging for optical engine dies integrated with electronics.
$43.20B
$274.67
-2.19%
CLS Celestica Inc.
Co-packaged optics & photonics packaging capabilities are aligned with Celestica’s advanced integration and data-center throughput goals.
$31.13B
$270.75
+5.37%
JBL Jabil Inc.
Co-packaged optics & photonics packaging is a targeted capability for high-bandwidth data-center interconnects that Jabil is developing.
$27.26B
$255.28
+0.41%
GFS GLOBALFOUNDRIES Inc.
GF participates in co-packaged optics and photonics packaging, aligning silicon photonics with data-center bandwidth/power improvements.
$26.43B
$47.57
+0.74%
UMC United Microelectronics Corporation
UMC is developing Co-packaged Optics & Photonics Packaging to improve data-center power and bandwidth efficiency.
$24.81B
$9.88
-0.15%
FN Fabrinet
FN provides Co-packaged Optics & Photonics Packaging, integrating optical and electronic dies to improve data-center power and bandwidth.
$20.20B
$563.78
+1.94%
ASX ASE Technology Holding Co., Ltd.
Co-packaged Optics & Photonics Packaging aligns with ASX's silicon photonics and FOCoS-Bridge innovations.
$19.19B
$22.09
-0.99%
MTSI MACOM Technology Solutions Holdings, Inc.
Co-packaged optics & photonics packaging aligns with integrating optical engines and electronics to boost data-center bandwidth.
$17.91B
$239.07
-0.80%
MKSI MKS Inc.
Co-packaged Optics & Photonics Packaging: Packaging solutions integrating optics/photonic and electronic dies.
$15.80B
$235.31
+1.18%
TSEM Tower Semiconductor Ltd.
Co-packaged optics & photonics packaging aligns with Tower's photonics and on-chip laser platforms to boost bandwidth and efficiency.
$13.85B
$123.63
-1.51%
AMKR Amkor Technology, Inc.
Co-packaged Optics & Photonics Packaging is part of Amkor's advanced packaging capabilities for data-center and networking applications.
$11.31B
$45.78
+2.68%
ONTO Onto Innovation Inc.
EchoScan and related capabilities support co-packaged optics and photonics packaging workflows, a focused packaging-related theme.
$10.25B
$208.97
+0.71%
PLXS Plexus Corp.
Co-packaged Optics & Photonics Packaging is highlighted as a packaging capability, aligning with Plexus's advanced packaging ecosystem.
$5.30B
$198.00
+2.11%
KLIC Kulicke and Soffa Industries, Inc.
Co-packaged Optics & Photonics Packaging is part of KLIC's advanced packaging capabilities for data-center and AI-focused applications.
$3.55B
$67.86
+2.47%
ACMR ACM Research, Inc.
ACMR develops Co-packaged Optics & Photonics Packaging solutions for integrating electronic and optical dies, a distinct packaging-focused category.
$3.36B
$51.83
+0.55%
BHE Benchmark Electronics, Inc.
Provides Co-packaged Optics & Photonics Packaging solutions as part of complex electronics assembly.
$2.05B
$57.40
+2.32%
HIMX Himax Technologies, Inc.
Co-packaged Optics & Photonics Packaging represents WLO/CPO packaging and the related optical interconnect opportunity.
$1.34B
$7.66
+4.72%
SKYT SkyWater Technology, Inc.
Co-packaged optics & photonics packaging capability aligns with advanced packaging and high-bandwidth needs.
$866.20M
$18.20
-1.52%
AEVA Aeva Technologies, Inc.
Co-packaged Optics & Photonics Packaging: packaging approach integrating optics with electronics in photonics modules.
$845.48M
$15.01
+7.44%
LWLG Lightwave Logic, Inc.
LWLG collaborates with manufacturers to enable packaging and co-packaged optics/photonics integration via BEOL/PDK approaches.
$724.86M
$5.60
+6.67%
POET POET Technologies Inc.
POET emphasizes co-packaged optics/photonics packaging of optical engines with electronic dies, a core packaging offering.
$583.21M
$6.86
-2.56%
ALMU Aeluma, Inc.
Co-packaged optics & photonics packaging for integrated photonic-electronic systems.
$327.87M
$18.39
-4.64%
CPSH CPS Technologies Corporation
Co-packaged Optics & Photonics Packaging; advanced packaging approaches for high-bandwidth data applications.
$75.69M
$4.22
+6.30%
LEDS SemiLEDs Corporation
Co-packaged optics/photonics packaging relevant to integrated LED/optical systems.
$12.16M
$1.48
+2.07%
SMTK SmartKem, Inc.
Collaborations around co-packaged optics & photonics packaging for AI chip packaging reflect a packaging-focused investable theme.
$1.41M
$0.25

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COHR Coherent, Inc.

NVIDIA Invests $2 Billion in Coherent to Accelerate AI Data‑Center Optics

Mar 02, 2026
LITE Lumentum Holdings Inc.

Nvidia to Invest $2 Billion in Lumentum to Expand U.S. Photonics Capacity

Mar 02, 2026
TSM Taiwan Semiconductor Manufacturing Company Limited

TSMC Raises 2026 Dividend by 28% to TWD 23 per Share

Feb 26, 2026
TSEM Tower Semiconductor Ltd.

Tower Semiconductor Partners with Salience Labs to Accelerate AI Data‑Center Optical Switch Development

Feb 25, 2026
TSEM Tower Semiconductor Ltd.

Tower Semiconductor Deepens Partnership with Xanadu to Accelerate Photonic Quantum Computing

Feb 19, 2026
TSEM Tower Semiconductor Ltd.

Tower Semiconductor and Scintil Photonics Introduce First Heterogeneously Integrated DWDM Lasers for AI Data Centers

Feb 17, 2026
AMKR Amkor Technology, Inc.

Amkor Technology’s Kim Family to Sell 10 Million Shares in Secondary Offering at $48.75 per Share

Feb 13, 2026
TSEM Tower Semiconductor Ltd.

Tower Semiconductor Reports Q4 2025 Earnings Beat Expectations, Highlights Strong Silicon Photonics Demand

Feb 11, 2026
AMKR Amkor Technology, Inc.

Amkor Technology Beats Q4 2025 Earnings Estimates, Sees Strong Revenue Growth but Faces Margin Compression Ahead

Feb 10, 2026
TSEM Tower Semiconductor Ltd.

Tower Semiconductor Announces Partnership with NVIDIA to Deliver 1.6‑Terabit Data‑Center Optical Modules

Feb 05, 2026
COHR Coherent, Inc.

Coherent Inc. Reports FY2026 Q2 Earnings Today

Feb 04, 2026
LITE Lumentum Holdings Inc.

Lumentum Reports Record Fiscal Q2 2026 Earnings, Beats Estimates

Feb 04, 2026
FN Fabrinet

Fabrinet Reports Strong Q2 FY26 Earnings, Beats Estimates, and Raises Guidance

Feb 03, 2026