Roundhill Photonics & Optics ETF

LYTE

Lumentum's order book is booked solid through early 2029, yet its stock is leading the entire AI optics sector lower today.

Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.

Optics are emerging as the next AI infrastructure bottleneck. These three ETFs offer diversified exposure to the photonics boom.

Optics stocks were ripping after Lumentum (NASDAQ:LITE | LITE Price Prediction) delivered a fiscal Q4 report that reframed the entire supply chain.

Photonics is emerging as a critical AI infrastructure theme. Here are two pure-play ETFs offering targeted exposure to the optical connectivity boom.

I am comparing funds to play the AI Optics narrative. The EUV ETF remains my top pick for AI optics exposure, offering the best blend of scale, liquidity, and cost. LYTE delivers the purest optics exposure but carries significant China regulatory risk and high trading costs, making it unsuitable for new positions. FOTO offers high-beta small/mid-cap optics exposure but is diluted by non-AI end markets and commands the highest fee among peers.

The Roundhill Photonics & Optics ETF (LYTE) launched on Cboe BZX on August 6, 2026, and immediately turned heads by trading $72 million in volume on day one, topping the opening-day figures of Roundhill's own Memory ETF (DRAM).