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Where to invest in optical modules
The likes of Lumentum Holdings (LITE), Ciena (CIEN) and Corning (GLW) all have optical businesses, and their shares all rank within the top 10 performers in the S&P 500 SPX so far this year. Now, there's a new exchange-traded fund focused on the optical theme. Optical transceivers are one of the most demand-certain links in that chain — without optics, you cannot wire up a 100k-GPU cluster. Discover the best Optical Components stocks and ETFs to buy now. 6T technology is entering a period of explosive mass production. Optical Module Chip Market size was valued at US$ 823 million in 2024 and is projected to reach US$ 1. 52 billion by 2032, at a CAGR of 8.