Market analyst firm TrendForce forecasts that the global AI-focused optical transceiver market will rise at more than 57% year-on-year from US$16.5bn in 2025 to $26bn in 2026, as it has entered a phase of rapid growth. This surge is driven not only by specification upgrades but also reflects a broader structural reshaping of the optical communications supply chain amid accelerating AI data-center deployment...
Source: https://www.semiconductor-today.com/new ... 0426.shtml