India, Dec. 10 -- TrendForce's recent research indicates that high-speed optical interconnects are now central to performance and scalability, especially as AI data centers grow into large clusters. The report predicts that worldwide shipments of optical transceivers of 800G and higher will hit 24 million units in 2025, then jump by 2.6 times to nearly 63 million units in 2026.

TrendForce reports that the surge in demand has caused a significant upstream bottleneck in laser light sources. Nvidia, motivated by strategic reasons, has secured capacity at key electro-absorption modulated laser (EML) suppliers, leading to extended lead times beyond 2027, and a worldwide shortage. Optical module manufacturers and CSPs are now actively searchin...