Market
Sectors
Fundamentals
Ownership & Flows
Market
Sectors
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.
20D return
-26.18%
TPEx TR -19.53%
Foreign 20D
-5019.7
100M TWD · 2/8 net buying-130.5 ex-台積電
Investment trust 20D
+751.7
100M TWD
State (20D)
Distributing
-4624.7 vs prior 20D
Silicon Photonics / CPO theme index
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List in effect
Backfilled with the 2026-10 list
TPEx Total Return Index
Silicon Photonics / CPO stocks: monthly revenue
Which Taiwan stocks are Silicon Photonics / CPO stocks?
| Stock | Sector | Why it's listed | 20D | 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 | -9.60% | — | — | — | 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) | -28.21% | — | — | — | 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 | -37.26% | — | — | — | 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 | -35.73% | — | — | — | 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 | -34.71% | — | — | — | 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 | -30.11% | — | — | — | 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) | -33.15% | — | — | — | 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 | +4.56% | — | — | — | 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 |
About This Metric
Definition
Groups of stocks classified by theme rather than by industry.
- Theme index: members equal-weighted, dividends included (adjusted prices), rebalanced on the first trading day of each month and whenever a new list takes effect.
- Institutional net buying is the sum across member stocks.
- Lists are compiled monthly. A company needs at least two public sources showing it has products or revenue in the theme, and each entry carries a one-line reason and source; advisory stock picks and “concept stock list” articles are not used. Older lists are kept, not overwritten.
- The stretch before the 2026-10 list took effect is backcast with the 2026-10 list and drawn as a grey dashed line.
Source
Lists compiled by Blave, TWSE, TPEx
Caveat
Backtesting the past with today's list overstates results; use each month's list for that month.
