포토닉스 공급망 맵 (P Equity Research)

💻 포토닉스 공급망 맵 (P Equity Research) 📌 1. 원재료 (Raw Materials) Corning Nippon Chemical Industrial 📌2. 기판 (Substrates) Shin-Etsu Chemical Sumitomo Electric Industries JX Advanced Metals Corporation AXT Inc. AGC Inc. Soitec Nippon Electric Glass 5N Plus JNTC Co. Planoptik AG GlobalWafers 📌3. 에피택시 (Epitaxy) IQE plc IntelliEPI Inc. Visual Photonics Epitaxy Co. Landmark Optoelectronics Co. VIGO Photonics S.A. 📌4. 네트워킹 및 연결성 (Networking & Connectivity) Broadcom Cisco Systems Arista Networks Marvell Technology Astera Labs Ciena NTT TE Connectivity Credo Technology Celestica Huber+Suhner AG Macom Technology Nokia Semtech Furukawa Electric Co. Amphenol 📌5. 레이저 및 광학 부품 (Laser & Components) Mitsubishi Electric Coherent Co. Lumentum Holdings WIN Semiconductors Hamamatsu Photonics Nisshinbo Holdings Sivers Semiconductors QD Laser Lightwave Logic 📌6. 실리콘 포토닉스 파운드리 (Silicon Photonics Foundry) Intel Co. Taiwan Semiconductor Manufacturing Co. GlobalFoundries United Microelectronics Co. Tower Semiconductor STMicroelectronics 📌7. 광학 엔진 (Optical Engines) Aeluma Ayar Labs POET Technologies 📌8. 트랜시버 및 모듈 (Transceivers & Modules) Zhongji Innolight Co. Jabil Fabrinet Flex Ltd Luxshare Precision Industry Co. Applied Optoelectronics Maxlinear Browave Co. PCL Technologies FOCI 📌9. 테스트 및 패키징 (Test & Packaging) ASE Technology Holding BE Semiconductor Industries Keysight Technologies Teradyne Inc. Cohu Inc. Aehr Test Systems ShunSin Technology Msscorps Co. Ibiden Santec Holdings Co. Amkor Technology 📌10. 장비 및 툴 (Equipment & Tools) ASML Holding N.V. Lam Research Applied Materials KLA Co. Cadence Design Systems Inc. Disco Co. MKS Inc. Onto Innovation Camtek Synopsys Photronics Philoptics (유일한 한국 기업) Riber SA Veeco Instruments AIXTRON SE Viavi Solutions 💻반도체 소부장💻[그로쓰리서치] https://t.me/growth_semi