TrendForce Estimates AI Optical Transceiver Module Market to Reach $26 Billion This Year, Up Over 57%
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TrendForce indicates that the global AI-specific optical transceiver module market is entering a phase of rapid growth, projected to expand from $16.5 billion in 2025 to $26 billion in 2026, an annual increase of over 57%. This strong growth reflects accelerated AI data center construction and a structural reorganization of the optical communication supply chain.