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, 光在这里产生):
- LITE
- COHR
- AAOI
Silicon Photonics (硅光芯片,未来光学信号处理将在 CPO 芯片上完成）
- AVGO
- MRVL
OCS (光子交换机， 如果connectvity 是未来的AI数据高速公路，光子交换机就是大型AI国际机场）
- CIEN
- AVGO
Foundry （晶圆代工，TSMC 是silicon 代工的领导者，但在光子代工领域，还没有真正的主导玩家）：
- TSEM
Material (光纤材料 和 InP 材料 )：
- GLW（光最终必须通过光纤进行传输）
- AXTI （硅本身无法产生激光，需要 InP磷化铟材料）
