Just kidding, there is no ETF. But I think AI data center networking connectivity will be the next supercycle after memory. I am thinking to have a basket of stocks to establish position before its explosion in 2028-2030. Below are just candidates (many already discussed or owned by us here already), will need to narrow it down further.
Any big theme is missing here?
Laser (激光器, 光在這裏產生):
- LITE
- COHR
- AAOI
Silicon Photonics (矽光芯片,未來光學信號處理將在 CPO 芯片上完成）
- AVGO
- MRVL
OCS (光子交換機， 如果connectvity 是未來的AI數據高速公路，光子交換機就是大型AI國際機場）
- CIEN
- AVGO
Foundry （晶圓代工，TSMC 是silicon 代工的領導者，但在光子代工領域，還沒有真正的主導玩家）：
- TSEM
Material (光纖材料 和 InP 材料 )：
- GLW（光最終必須通過光纖進行傳輸）
- AXTI （矽本身無法產生激光，需要 InP磷化銦材料）
