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CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosphide wafers for ultra-fast optical chips
→ Current: ~$76 | PT: $130
$WOLF — Silicon carbide boosts efficiency, reduces heat in AI systems
→ Current: ~$32 | PT: $44
$COHR — Vertically integrated materials powering lasers + optical scaling
→ Current: ~$336 | PT: $400+
$LWLG — Electro-optic polymers unlock next-gen ultra-fast data transfer
→ Current: ~$12 | PT: $18
2. TOOLS
$ASML — EUV lithography = ONLY way to manufacture advanced AI chips
→ Current: ~$1,460 | PT: $1,800
$AMAT — Deposition + etch tools build photonic integrated circuits
→ Current: ~$420 | PT: $520+
$LRCX — Precision wafer processing = yield + scale for AI hardware
→ Current: ~$280 | PT: $360
3. LASERS
$LITE — Lasers + optical interconnects powering hyperscaler AI clusters
→ Current: ~$875 | PT: $1200
$LASR — Industrial + photonic lasers enabling chip manufacturing precision
→ Current: ~$76 | PT: $110
$SMTC — Optical + analog chips powering signal transmission in AI systems
→ Current: ~$110 | PT: $180
4. FOUNDRIES
$TSM — Manufactures advanced AI + photonic chips at global scale
→ Current: ~$410 | PT: $500
$TSEM — Specialty analog + photonics foundry for optical chips
→ Current: ~$200 | PT: $240
$GFS — Diversified chip manufacturing including photonics + RF
→ Current: ~$62 | PT: $90
$UMC — Cost-efficient manufacturing supporting optical IC production
→ Current: ~$12| PT: $20
$INTC — Building integrated photonics for AI interconnect dominance
→ Current: ~$82 | PT: $130
5. TEST, INSPECTION & PACKAGING
$AEHR — Burn-in testing ensures AI chips don’t fail at scale
→ Current: ~$97 | PT: $160
$VIAV — Tests optical networks for hyperscale AI performance
→ Current: ~$47 | PT: $70
$ONTO — Inspection systems ensure precision at nanometer scale
→ Current: ~$311 | PT: $360
$AMKR — Advanced packaging connects chips for AI compute clusters
→ Current: ~$80 | PT: $110
6. OPTICS (MODULE LAYER)
$AAOI — Transceivers moving data between GPUs at insane speeds
→ Current: ~$155 | PT: $260
$POET — Optical interposers enabling chip-to-chip photonic communication
→ Current: ~$15 | PT: $32
$GLW — Optical fiber backbone of global AI data traffic
→ Current: ~$176 | PT: $180
7. NETWORKING
$CRDO — High-speed connectivity chips for AI clusters + data centers
→ Current: ~$190 | PT: $240
$MRVL — Custom silicon + optical interconnects for AI infrastructure
→ Current: ~$170 | PT: $300
$AVGO — Dominates switching + networking chips for hyperscalers
→ Current: ~$420 | PT: $600
$ANET — AI-optimized networking for ultra-fast data center scaling
→ Current: ~$180 | PT: $240
$CIEN — Optical networking connecting global AI data centers
→ Current: ~$520 | PT: $650
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