Research: AI Optical Interconnect Prompts US Firms to Expand Southeast Asia Outsourcing, Taiwanese Manufacturers Seize Orders
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According to TrendForce, the AI optical interconnect market opportunity will drive US companies to expand outsourced production in Southeast Asia, allowing Taiwanese manufacturers with factories in the region to capture orders from non-Chinese supply chains. Global optical transceiver module shipments are projected to more than triple from 26.5 million units in 2023 to 92 million units in 2026.