▲ 76 r/oil
Supply disruption for Asia and Europe is getting worse with every day that passes
u/Dedomrazzzz — 6 days ago
u/Dedomrazzzz
▲ 116 r/wallstreetbets
Bitcoin miner Cipher Digital (CIFR) just announced they are pivoting to into a large-scale infrastructure provider for hyperscale computing and its stock is up 25%.
They announced a 15-year lease with an investment-grade hyperscale customer and are up 25% after hours.
Calls?
u/Dedomrazzzz — 8 days ago
Below you can find what I have managed to complie to be the companies involved in Optical communications. Let me know if I've missed any tickers:
| Layer | Category | Ticker | Company Name |
|---|---|---|---|
| IC Design & Manufacturing | ASIC & xPU Design | NVDA | NVIDIA |
| IC Design & Manufacturing | ASIC & xPU Design | MRVL | Marvell |
| IC Design & Manufacturing | ASIC & xPU Design | AVGO | Broadcom |
| IC Design & Manufacturing | ASIC & xPU Design | INTC | Intel |
| IC Design & Manufacturing | ASIC & xPU Design | AMD | Advanced Micro Devices |
| IC Design & Manufacturing | ASIC & xPU Design | CSCO | Cisco |
| IC Design & Manufacturing | Photonic IC Design | NVDA | NVIDIA |
| IC Design & Manufacturing | Photonic IC Design | MRVL | Marvell |
| IC Design & Manufacturing | Photonic IC Design | AVGO | Broadcom |
| IC Design & Manufacturing | Photonic IC Design | LITE | Lumentum |
| IC Design & Manufacturing | Photonic IC Design | COHR | Coherent |
| IC Design & Manufacturing | Electronic IC | NVDA | NVIDIA |
| IC Design & Manufacturing | Electronic IC | MRVL | Marvell |
| IC Design & Manufacturing | Electronic IC | LITE | Lumentum |
| IC Design & Manufacturing | Electronic IC | COHR | Coherent |
| IC Design & Manufacturing | Electronic IC | MTSI | MACOM Technology Solutions |
| IC Design & Manufacturing | Wafer Foundry | TSM | TSMC |
| IC Design & Manufacturing | Wafer Foundry | TSEM | Tower Semiconductor |
| IC Design & Manufacturing | Wafer Foundry | GFS | GlobalFoundries |
| IC Design & Manufacturing | Wafer Foundry | UMC | UMC |
| Materials | InP Substrate | AXTI | AXT Inc |
| Materials | InP Substrate | 5016 | JX Metals |
| Materials | InP Substrate | 5802 | Sumitomo Electric Industries |
| Materials | InP Epitaxial Wafer | IQE | IQE |
| Materials | InP Epitaxial Wafer | 5802 | Sumitomo Electric Industries |
| Materials | GaAs Substrate | AXTI | AXT Inc |
| Materials | GaAs Substrate | 5802 | Sumitomo Electric Industries |
| Materials | Copper Foil | 5706 | Mitsui Kinzoku |
| Materials | Copper Foil | 5801 | Furukawa Electric |
| Optical Components | Laser/Light Source (VCSEL) | LITE | Lumentum |
| Optical Components | Laser/Light Source (VCSEL) | COHR | Coherent |
| Optical Components | Laser/Light Source (VCSEL) | AVGO | Broadcom |
| Optical Components | Laser/Light Source (VCSEL) | AAOI | Applied Optoelectronics |
| Optical Components | Laser/Light Source (VCSEL) | 5802 | Sumitomo Electric Industries |
| Optical Components | Laser/Light Source (VCSEL) | 5801 | Furukawa Electric |
| Optical Components | Laser/Light Source (VCSEL) | 6503 | Mitsubishi Electric |
| Optical Components | Laser/Light Source (EML) | LITE | Lumentum |
| Optical Components | Laser/Light Source (EML) | COHR | Coherent |
| Optical Components | Laser/Light Source (EML) | AVGO | Broadcom |
| Optical Components | Laser/Light Source (EML) | 5802 | Sumitomo Electric Industries |
| Optical Components | Laser/Light Source (EML) | 5801 | Furukawa Electric |
| Optical Components | Laser/Light Source (EML) | 6503 | Mitsubishi Electric |
| Optical Components | Optical Module Assembly & Integration | COHR | Coherent |
| Optical Components | Optical Module Assembly & Integration | LITE | Lumentum |
| Optical Components | Optical Module Assembly & Integration | CSCO | Cisco |
| Optical Components | Optical Module Assembly & Integration | MRVL | Marvell |
| Optical Components | Optical Module Assembly & Integration | FN | Fabrinet |
| Optical Components | Optical Module Assembly & Integration | NOK | Nokia |
| Optical Components | Optical Module Assembly & Integration | 6166 | Cambridge Industries |
| Optical Components | Fiber Array Unit | 5802 | Sumitomo Electric Industries |
| Optical Components | MPO Connector | GLW | Corning |
| Optical Components | MPO Connector | APH | Amphenol |
| Optical Components | MPO Connector | 5802 | Sumitomo Electric Industries |
| Optical Components | MPO Connector | 5803 | Fujikura |
| Optical Components | Coupler/Splitter | LITE | Lumentum |
| Optical Components | Coupler/Splitter | COHR | Coherent |
| Optical Components | Filter | LITE | Lumentum |
| Optical Components | Filter | COHR | Coherent |
| Optical Components | Filter | VIAV | Viavi Solutions |
| Optical Components | Filter | 5802 | Sumitomo Electric Industries |
| Optical Components | VSFF Connector | GLW | Corning |
| Optical Components | VSFF Connector | APH | Amphenol |
| Optical Components | VSFF Connector | 5802 | Sumitomo Electric Industries |
| Optical Components | VSFF Connector | 5803 | Fujikura |
| Optical Components | Wavelength Division Multiplexer | LITE | Lumentum |
| Optical Components | Wavelength Division Multiplexer | CIEN | Ciena |
| Optical Components | Optical Fiber | GLW | Corning |
| Optical Components | Optical Fiber | 5801 | Furukawa Electric |
| Optical Components | Optical Fiber | 5802 | Sumitomo Electric Industries |
| Optical Components | Optical Fiber | 5803 | Fujikura |
| Optical Components | Optical Fiber | 6869 | Yangtze Optical Fibre and Cable |
| Optical Components | Attenuator | LITE | Lumentum |
| Optical Components | MT Ferrule | 5801 | Furukawa Electric |
| Optical Components | MT Ferrule | 5802 | Sumitomo Electric Industries |
| Packaging & Testing | Packaging & Testing Services | ASX | ASE Group |
| Packaging & Testing | Packaging & Testing Services | AMKR | Amkor Technology |
| Packaging & Testing | Packaging & Testing Services | FN | Fabrinet |
| Packaging & Testing | Packaging & Testing Services | JBL | Jabil |
| Packaging & Testing | Packaging Equipment | KLIC | Kulicke & Soffa |
| Packaging & Testing | Packaging Equipment | ASMPT | ASM Pacific Technology |
| Packaging & Testing | Packaging Equipment | 6340 | Shibuya Corporation |
| Packaging & Testing | Test Equipment | TER | Teradyne |
| Packaging & Testing | Test Equipment | KEYS | Keysight Technologies |
| Packaging & Testing | Test Equipment | FORM | FormFactor |
| Packaging & Testing | Test Equipment | ATEYY | Advantest (ADR) |
| Packaging & Testing | Test Equipment | 8035 | Tokyo Electron |
u/Dedomrazzzz — 9 days ago