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Company explorer

Filter companies, milestones, and evidence records

Use this workspace when you want to narrow the dataset by conditions, compare participants, and open source-backed records.

Explorer controls
Open map view
matching company records

11

candidate records

59

Listed

6

Private / startup

3

Research

2

Framatome

Private · France

Small Modular Reactors

Nuclear equipment supplier

French nuclear supplier connected to reactor components, services, fuel, and the Nuward partner ecosystem.

Not applicable
1 milestones1 evidence
Open record

TechnicAtome

Private · France

Small Modular Reactors

Compact reactor engineering

French compact nuclear systems specialist connected to naval reactor engineering and the Nuward partner set.

Not applicable
0 milestones1 evidence
Open record

NVIDIA

NVDA

Public · United States

Humanoid RoboticsQuantum ComputingOptical Interconnects

Compute and simulation platform

Provides accelerated compute, simulation, and model tooling for robotics development.

NASDAQMega cap
1 milestones2 evidence
Open record

Broadcom

AVGO

Public · United States

Optical Interconnects

Switch silicon and optical networking supplier

Supplies networking silicon and optical connectivity technology relevant to data-center photonics.

NASDAQMega cap
1 milestones1 evidence
Open record

Ayar Labs

Startup · United States

Optical Interconnects

Optical I/O chiplet developer

Develops optical I/O chiplets for high-bandwidth, low-power AI and HPC interconnects.

Not applicable
0 milestones1 evidence
Open record

Ciena

CIEN

Public · United States

Optical Interconnects

Coherent optics and optical transport vendor

Provides coherent optical technology and transport systems for high-capacity networks.

NYSEMid cap
1 milestones1 evidence
Open record

Nokia

NOK

Public · Finland

Optical Interconnects

Optical network equipment and research

Builds optical network systems and conducts Bell Labs research in photonics and optical communications.

NYSELarge cap
0 milestones1 evidence
Open record

Sivers Semiconductors

SIVE

Small-cap public · Sweden

Optical Interconnects

Photonics laser source supplier

Provides DFB laser chips and laser arrays for AI, HPC, silicon photonics, and optical interconnect platforms.

Nasdaq StockholmSmall cap
1 milestones2 evidence
Open record

imec

Research · Belgium

Optical Interconnects

Silicon photonics research platform

Runs silicon photonics and optical interconnect research programs on advanced semiconductor platforms.

Not applicable
1 milestones1 evidence
Open record

DARPA LUMOS

Research · United States

Optical Interconnects

Photonics research program

A U.S. research program focused on bringing high-performance lasers and amplifiers to manufacturable photonics platforms.

Not applicable
1 milestones1 evidence
Open record

IonQ

IONQ

Small-cap public · United States

Quantum Computing

Trapped-ion quantum hardware

Builds trapped-ion quantum systems available through cloud channels.

NYSESmall cap
0 milestones1 evidence
Open record
Candidate universe

Broad company leads extracted from industry map memos. Review is required before they become full company pages.

Discovery leads only: use them to expand research, not as verified coverage or investment recommendations.

59 candidate records

58

AI networking and interconnect

1

Power generation and fuel

AAOI

AAOI · US listed

Needs review
United StatesConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
AEHR

AEHR · US listed

Needs review
United StatesConnectivityAI networking and interconnect인터커넥트/광 테스트Optical Interconnects

연결을 만드는 것만큼이나 중요한 연결의 증명 고속 신호의 무결성 검증 장비

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
AT&S

ATS.VI · Vienna Stock Exchange

Needs review
AustriaConnectivityAI networking and interconnect기판(IC substrate)

칩이 커질 수록, 성능은 칩 아래에서 막힌다

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
AXT

AXTI · US listed

Needs review
United StatesConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
IQE

IQE.L · London Stock Exchange

Needs review
United KingdomConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
ITEQ

6213.TW · Taiwan Stock Exchange

Needs review
TaiwanConnectivityAI networking and interconnectCCL(동박적층판)

PCB의 살과 뼈, 더 빠른 신호를 견딜 소재가 모자라다 448G/M9 시대, 저손실 CCL을 위하여

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
JX금속

5016.T · Tokyo Stock Exchange

Needs review
JapanConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
MACOM

MTSI · US listed

Needs review
United StatesConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
Parade

4966.TW · Taiwan Stock Exchange

Needs review
TaiwanConnectivityAI networking and interconnect리타이머·AECOptical Interconnects

초고속 신호를 랙 안에서 온전히

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
POET

POET · US listed

Needs review
United StatesConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
TDK

6762.T · Tokyo Stock Exchange

Needs review
JapanConnectivityAI networking and interconnectMLCC

AI 서버 한 대에 수만 개 칩의 순간적 전기 요구에도 전류/전압이 출렁이지 않도록 잡아주는 필수 조연

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
TE커넥티비티

TEL · US listed

Needs review
United StatesConnectivityAI networking and interconnect케이블·커넥터Optical Interconnects

케이블·커넥터

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
TTM테크놀로지

TTMI · US listed

Needs review
United StatesConnectivityAI networking and interconnectPCB·HDI

수십 층을 겹쳐 만들어낸 칩들의 도시

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
TUC

6274.TW · Taiwan Stock Exchange

Needs review
TaiwanConnectivityAI networking and interconnectCCL(동박적층판)

PCB의 살과 뼈, 더 빠른 신호를 견딜 소재가 모자라다 448G/M9 시대, 저손실 CCL을 위하여

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
광신과기

002281.SZ · Shenzhen Stock Exchange

Needs review
ChinaConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
나노뉴클리어

NNE · US listed

Needs review
United StatesPowerPower generation and fuelSMRSmall Modular Reactors

AI 전력의 미래? 실물은 2030년대 전기가 급한데 발전소가 없어서, 아직 도면뿐인 원전을 미리 샀다

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
난야PCB

8046.TW · Taiwan Stock Exchange

Needs review
TaiwanConnectivityAI networking and interconnect기판(IC substrate)

칩이 커질 수록, 성능은 칩 아래에서 막힌다

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
니토보

3110.T · Tokyo Stock Exchange

Needs review
JapanConnectivityAI networking and interconnectCCL 원자재

재료의 재료, 사슬의 진짜 바닥

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
동박

HVLP · US listed

Needs review
United StatesConnectivityAI networking and interconnectCCL 원자재

재료의 재료, 사슬의 진짜 바닥

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
두산

000150.KS · Korea Exchange

Needs review
South KoreaConnectivityAI networking and interconnectCCL(동박적층판)

PCB의 살과 뼈, 더 빠른 신호를 견딜 소재가 모자라다 448G/M9 시대, 저손실 CCL을 위하여

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
루멘텀

LITE · US listed

Needs review
United StatesConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
무라타

6981.T · Tokyo Stock Exchange

Needs review
JapanConnectivityAI networking and interconnectMLCC

AI 서버 한 대에 수만 개 칩의 순간적 전기 요구에도 전류/전압이 출렁이지 않도록 잡아주는 필수 조연

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
미쓰비시가스화학

4182.T · Tokyo Stock Exchange

Needs review
JapanConnectivityAI networking and interconnectCCL(동박적층판)

PCB의 살과 뼈, 더 빠른 신호를 견딜 소재가 모자라다 448G/M9 시대, 저손실 CCL을 위하여

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
미쓰비시일렉트릭

6503.T · Tokyo Stock Exchange

Needs review
JapanConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
미쓰이금속

5706.T · Tokyo Stock Exchange

Needs review
JapanConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
벨퓨즈

BELFB · US listed

Needs review
United StatesConnectivityAI networking and interconnect케이블·커넥터Optical Interconnects

케이블·커넥터

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
비아비

VIAV · US listed

Needs review
United StatesConnectivityAI networking and interconnect인터커넥트/광 테스트Optical Interconnects

연결을 만드는 것만큼이나 중요한 연결의 증명 고속 신호의 무결성 검증 장비

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
비즈링크

3665.TW · Taiwan Stock Exchange

Needs review
TaiwanConnectivityAI networking and interconnect케이블·커넥터Optical Interconnects

케이블·커넥터

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
삼성전기

009150.KS · Korea Exchange

Needs review
South KoreaConnectivityAI networking and interconnect기판(IC substrate)

칩이 커질 수록, 성능은 칩 아래에서 막힌다

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
성이테크놀로지

600183.SS · Shanghai Stock Exchange

Needs review
ChinaConnectivityAI networking and interconnectCCL(동박적층판)

PCB의 살과 뼈, 더 빠른 신호를 견딜 소재가 모자라다 448G/M9 시대, 저손실 CCL을 위하여

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
셀레스티카

CLS · US listed

Needs review
United StatesConnectivityAI networking and interconnect스위치

수천개의 GPU, 누가 먼저 말할지 정하는 교차로

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
스미토모전기

5802.T · Tokyo Stock Exchange

Needs review
JapanConnectivityAI networking and interconnect광·CPOOptical Interconnects

구리는 2미터에서 멈추고, 빛은 쉬지 않는다

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
시스코

CSCO · US listed

Needs review
United StatesConnectivityAI networking and interconnect스위치

수천개의 GPU, 누가 먼저 말할지 정하는 교차로

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
아리스타

ANET · US listed

Needs review
United StatesConnectivityAI networking and interconnect스위치

수천개의 GPU, 누가 먼저 말할지 정하는 교차로

Company / IRSECNewsProduct
Memo-derived candidateSearch lead
안리쓰

6754.T · Tokyo Stock Exchange

Needs review
JapanConnectivityAI networking and interconnect인터커넥트/광 테스트Optical Interconnects

연결을 만드는 것만큼이나 중요한 연결의 증명 고속 신호의 무결성 검증 장비

Company / IRFilingsNewsProduct
Memo-derived candidateSearch lead
암페놀

APH · US listed

Needs review
United StatesConnectivityAI networking and interconnect케이블·커넥터Optical Interconnects

케이블·커넥터

Company / IRSECNewsProduct
Memo-derived candidateSearch lead

Progress feed

Milestones that match the current explorer context.

Jun 2, 2026

Sivers and GlobalFoundries advance AI data-center optical solutions

Optical Interconnects

May 14, 2026

DOE expands Gen III+ SMR deployment support

Small Modular Reactors

Mar 18, 2025

Silicon photonics moves into AI network switching roadmaps

Optical Interconnects

Mar 26, 2024

Coherent optics platforms reach 1.6T-class wavelength capacity

Optical Interconnects

Dec 17, 2020

DARPA LUMOS program targets manufacturable integrated photonics

Optical Interconnects

Evidence queue

Source records surfaced by the current filters.

Government programMay 14, 2026

DOE Gen III+ SMR Tier 2 deployment awards

U.S. Department of Energy

Regulatory filingNov 14, 2023

ASN report on the Nuward SMR project

French Nuclear Safety Authority

Company releaseMar 18, 2024

Robotics simulation and compute platform

NVIDIA

Research paperApr 3, 2024

Quantum error correction progress

Nature

Company releaseMar 18, 2025

NVIDIA silicon photonics networking products

NVIDIA

Government programDec 17, 2020

DARPA LUMOS integrated photonics program

DARPA