Official suppliers of $NVDA Rubin
— Daniel Romero (@HyperTechInvest) January 10, 2026
Photonics
— TSMC | $TSM
— Browave | TPEX:3163
— Coherent | $COHR
— Corning | $GLW
— Fabrinet | $FN
— Foxconn | HNHPF
— Lumentum | $LITE
— Sumitomo Electric | $SMTOY
Compute
— Arm | $ARM
Memory
— SK hynix | KRX:000660
— Samsung Electronics |… pic.twitter.com/WSptRDf7rC