Lates News

TrendForce's latest research indicates that as the scale of AI data centers expands and the arms race for computing power increases, transmission speeds have reached over 1.6Tbps. To ensure a stable supply, companies such as NVIDIA, Google, and Meta have strategically locked in the production capacity of EML and CW-DFBLD chip suppliers. This has driven suppliers to actively expand production to meet customer demand, leading to a doubling of total production capacity for EML and CW-DFBLD by 2026, reaching a total of 50.7 million units. The top three companies in terms of market share are Broadcom, Lumentum, and Sumitomo Electric, with a combined market share of 55%.