Equity research
2026.08.10 14:07

Nomura Securities: Global optical laser chip eco-system and competitive landscape

InP Wafer

AXT $AXT(AXTI.US)

Sumitomo Electric $5802.T

JX Advanced Metals $5016.T

Coherent $Coherent Corp.(COHR.US)

Lumentum $Lumentum(LITE.US)

Epi Wafer

IQE $IQE.L

Landmark Optoelectronics $3081.TW

VPEC $2455.TW

Coherent $Coherent Corp.(COHR.US)

Lumentum $Lumentum(LITE.US)

Sumitomo Electric $5802.T

Wafer Equipment

Aixtron $AIXA.DE

Veeco $Veeco Instruments(VECO.US)

Taiyo Nippon Sanso $4091.T

CW/EML Laser

Lumentum $Lumentum(LITE.US)

Coherent $Coherent Corp.(COHR.US)

Sumitomo Electric $5802.T

Mitsubishi Electric $6503.T

SiPho Foundry

Tower Semiconductor $Tower Semicon(TSEM.US)

GlobalFoundries $GlobalFoundries(GFS.US)

TSMC $Taiwan Semiconductor(TSM.US)

Chip Equipment

FormFactor $Formfactor(FORM.US)

Keysight Technologies $Keysight Tech(KEYS.US)

Anritsu $6754.T

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