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11 tickers · the photonics stack
From pure-play TFLN photonic processors to optical I/O incumbents to foundries enabling co-packaged optics. Click any row for catalyst history and the SwarmCast panel.
| Ticker | Company | Category | Price | Change | Volume | Tech |
|---|---|---|---|---|---|---|
| QUBT | Quantum Computing Inc. | pure play | $12.25 | -1.13% | 25.5M | TFLN photonic chips (Fab 1, Tempe AZ) |
| POET | POET Technologies | pure play | $13.82 | -0.50% | 38.6M | Optical Interposer platform; 1.6T/3.2T transceivers |
| COHR | Coherent Corp. | optical infra | $426.89 | +17.63% | 9.1M | Optical transceivers (~25% market share); CW lasers |
| LITE | Lumentum Holdings | optical infra | $1,029.15 | +13.72% | 8.2M | EML lasers (NVIDIA-locked through 2027); 3D sensing |
| MRVL | Marvell Technology | optical infra | $290.79 | +32.52% | 112.6M | PAM4 DSPs, optical PHYs, NVLink Fusion integration |
| GFS | GlobalFoundries | foundry | $84.60 | +5.84% | 5.8M | GF Fotonix SiPh; AMF Singapore acquisition (Nov 2025) |
| TSM | Taiwan Semiconductor | foundry | $446.69 | +2.54% | 10.1M | COUPE platform — CPO advanced packaging |
| IPGP | IPG Photonics | industrial | $121.96 | +5.90% | 1.1M | Industrial fiber lasers |
| LASR | nLight Inc. | industrial | $76.36 | +8.19% | 1.1M | High-power semiconductor lasers; defense + industrial |
| IONQ | IonQ Inc. | quantum | $71.40 | +3.06% | 27.7M | Trapped-ion qubits + photonic interconnects |
| QTUM | Defiance Quantum ETF | etf | $168.76 | +3.62% | 1.4M | Basket: quantum + photonics names |