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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 | $9.51 | -9.04% | 17.8M | TFLN photonic chips (Fab 1, Tempe AZ) |
| POET | POET Technologies | pure play | $10.77 | -12.30% | 43.4M | Optical Interposer platform; 1.6T/3.2T transceivers |
| COHR | Coherent Corp. | optical infra | $355.94 | -11.44% | 8.2M | Optical transceivers (~25% market share); CW lasers |
| LITE | Lumentum Holdings | optical infra | $821.76 | -8.22% | 8.0M | EML lasers (NVIDIA-locked through 2027); 3D sensing |
| MRVL | Marvell Technology | optical infra | $266.88 | -7.61% | 94.8M | PAM4 DSPs, optical PHYs, NVLink Fusion integration |
| GFS | GlobalFoundries | foundry | $75.26 | -2.65% | 3.9M | GF Fotonix SiPh; AMF Singapore acquisition (Nov 2025) |
| TSM | Taiwan Semiconductor | foundry | $427.92 | +0.26% | 21.2M | COUPE platform — CPO advanced packaging |
| IPGP | IPG Photonics | industrial | $106.37 | -4.40% | 476.5K | Industrial fiber lasers |
| LASR | nLight Inc. | industrial | $63.48 | -4.93% | 1.2M | High-power semiconductor lasers; defense + industrial |
| IONQ | IonQ Inc. | quantum | $56.69 | -9.73% | 35.3M | Trapped-ion qubits + photonic interconnects |
| QTUM | Defiance Quantum ETF | etf | $154.75 | -1.90% | 1.7M | Basket: quantum + photonics names |