Research: AI Optical Interconnect Drives US Firms to Expand Southeast Asia Outsourcing, Taiwanese Manufacturers Vie for Orders
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According to research firm TrendForce, the increasing demand for AI optical interconnects will lead to a more than threefold growth in global optical transceiver module shipments by 2026. This trend is prompting US companies to expand their production outsourcing to Southeast Asia, creating opportunities for Taiwanese manufacturers with facilities in the region to secure orders from non-China supply chains.