What are the CPO optical module ETFs

The main ETFs for optical modules and CPO exposure include the Corgi Lithography & Semiconductor Photonics ETF (EUV) and leveraged ETFs on Lumentum, Coherent, Applied Optoelectronics, and Corning.Key ETFs1. Corgi Lithography & Semiconductor Photonics ETF (EUV)Actively managed ETF targeting companies involved in lithography, semiconductor photonics, optical components, and AI infrastructure .Provides diversified exposure to the photonics and optical module sector.Expense ratio: 0.35% annually.Focused on capital appreciation through investments in companies like Lumentum, Coherent, and Applied Optoelectronics . 2. Leveraged Photonics ETFsOffer 2x daily exposure to specific photonics stocks, suitable for short-term tactical trading .Key underlying companies include:Lumentum (LITE) – optical components for AI datacenter interconnects. Both long and short leveraged ETFs exist.Coherent (COHR) – optical transceivers, lasers, and lithography components.Applied Optoelectronics (AAOI) – fiber-optic transceivers for hyperscale customers.Corning (GLW) – specialty glass, fiber optics, and display substrates; less pure-play but included in leveraged ETFs .Market ContextOptical modules and CPO are central to AI data center infrastructure, enabling high-speed data transfer between GPUs and switches .Nvidia's $4 billion investment in Lumentum and Coherent highlights the strategic importance of these technologies .The optical transceiver market is projected to reach $29 billion, while the broader data center network market could grow from $45.8 billion in 2025 to $103 billion by 2030 .ConsiderationsLeveraged ETFs are volatile and intended for short-term trading, not long-term holding .EUV provides broader, diversified exposure with lower volatility compared to single-stock leveraged ETFs .Investors should consider expense ratios, liquidity, and risk when selecting ETFs in this sector. These ETFs provide a way to gain exposure to the growing optical module and CPO market, which is increasingly critical for AI and high-performance computing infrastructure.