Market
Fundamentals
Ownership & Flows
Market
Fundamentals
Ownership & Flows
Silicon Photonics / CPO Stocks
Silicon photonics / CPO stocks make optical parts that move data inside data centers; CPO packages the optical engine together with the switch chip. The chain spans laser sources, transceiver parts and fiber arrays. Blave's 2026-10 list has 8 stocks, each with a reason and public sources.
Silicon Photonics / CPO theme index
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| Stock | Sector | Why it's listed | 20D | Monthly revenue YoY | ROE | Foreign holding chg | Also in | Sources |
|---|---|---|---|---|---|---|---|---|
| 2330台積電 Semiconductors |
Semiconductors | Runs the COUPE silicon photonics engine platform; at its 2026 technology symposium it said CPO built with COUPE on substrate would enter production that year | +2.82% | — | — | — | — | Liberty Times Finance, 2026-04-23, report on CPO at the technology symposiumTechNews, 2026-05-14, report on the technology symposium roadmapEconomic Daily News, 2025-12-12, report on optical communication stocks |
| 3081聯亞 Communications Technology and Internet |
Communications Technology and Internet | Makes InP epiwafers and CW lasers used as light sources in silicon photonics modules; datacom products were about 75-80% of revenue (Apr 2026 report) | -3.83% | — | — | — | — | LandMark Optoelectronics investor conference slides, 2026-09-03Anue (cnyes), 2026-04-14, report on monthly profit and silicon photonics products |
| 3363上詮 Communications Technology and Internet |
Communications Technology and Internet | Makes fiber array units (FAU) for silicon photonics and CPO; 3.2T FAU shipments were scheduled to start in Q3 2026 | -22.96% | — | — | — | — | Foci Fiber Optic investor conference slides, 2026-09-03Economic Daily News, 2026-07-03, report on FAU shipment timing |
| 4979華星光 Communications Technology and Internet |
Communications Technology and Internet | Makes CW laser sources and high-speed transceiver parts, entering the CPO supply chain through a US networking company; analysts say it supplies at least three cloud providers | -0.91% | — | — | — | — | Luxnet investor conference slides, 2026-08-28Economic Daily News, 2026-04-27, report on CPO optical component supplyTechNews, 2025-12-23, report on CW laser shipments |
| 3163波若威 Communications Technology and Internet |
Communications Technology and Internet | Makes passive optical parts such as fiber array units and shuffle boxes; press reports say these entered Nvidia's Vera Rubin platform | -7.93% | — | — | — | — | Economic Daily News, 2026-04-27, report on CPO optical component supplyBrowave investor conference slides, 2025-03-18 |
| 3450聯鈞 Semiconductors |
Semiconductors | Packages and tests laser diodes, runs a silicon photonics (CPO) unit, and is developing external laser source modules for CPO/NPO designs | -8.15% | — | — | — | — | Elite Advanced Laser investor conference slides, 2026-08-18Anue (cnyes), 2025-11-19, report on product lines at the earnings call |
| 4991環宇-KY Semiconductors |
Semiconductors | A main supplier of receiver photodiodes for optical transceivers; its CW lasers go into silicon photonics products, and 200G PDs and CW lasers are in volume production (Aug 2026 report) | -0.79% | — | — | — | — | Commercial Times, 2026-08-05, report on optical orders at the earnings callAnue (cnyes), 2025-09-09, report on monthly revenue, PDs and CW lasers |
| 4977眾達-KY Communications Technology and Internet |
Communications Technology and Internet | Does laser optical packaging for CPO solutions and has a long-standing partnership with Broadcom | +12.57% | — | — | — | — | PCL Technologies investor conference slides, 2025-12-09Anue (cnyes), 2025-06-16, report on silicon photonics products at the AGMLiberty Times Finance, 2025-08-15, report on self-reported earnings and CPO progress |
How is this list chosen?
Compiled once a month. A company is listed only when at least two public sources (earnings calls, annual reports, MOPS filings, company press releases, major financial media) show it has products or revenue in the theme, and each stock carries a one-line reason and its sources. Advisory stock picks and “theme stock list” articles are not used. Earlier lists are kept, never overwritten.
How is the theme index calculated?
Members are equal-weighted with dividends included (adjusted prices) and rebalanced on the first trading day of each month and whenever a new list takes effect. There was no list before the 2026-10 list took effect; that stretch is backfilled with the 2026-10 list and drawn as a grey dashed line.
What should I watch when backtesting with this list?
Backtesting the past with today's list overstates returns: it only holds companies that later became theme stocks and are still trading. Use each month's own list; treat results from the backfilled period as indicative only.
Related themes
Data: TWSE, TPEx; selection sources are on each row
