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    Want some photonics names to look at or buy? Here you go!

    A breakdown of the photonics value chain and best positioned business:

    Layer 1: Materials & wafers

    • $GLW

    • $AXTI

    • $IQE

    • $AIXA

    • $AMS

    Layer 2: Core photonic devices

    • $IPGP

    • $COHR

    • $LITE

    • $LASR

    • $SIVE

    • Layer 3: Components & modules

    • $AAOI

    • $MTSI

    • $FN

    • $VIAV

    • $LPTH

    Layer 4: Systems & equipment

    • $ASML

    • $BESI

    • $ASM

    • $LPKF

    • $MKS

    Layer 5: Test, metrology & yield

    • $CAMT

    • $FORM

    • $AEHR

    • $ONTO

    • $VIAV

    Want some photonics names to look at or buy? Here you go!
    byu/cowardbeater1969 instocks



    Posted by cowardbeater1969

    9 Comments

    2. Much_Candle_942 on

      Chyna blocks Critical minerals and whole house of cards comes tumbling down 👎🏻

    3. sjwilkinson on

      Good listing, I’ve been long on MKSI for quite some time now and it is paying off big time. They supply ASML with optical modules and are finally getting into LEO.

    9. mua-DD-ib on

      I’d be curious to know why you didn’t include POET? That seems to be the biggest name in the photonics space at the moment.

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