global AI optical-transceiver market in 2026, with EML and CW laser-chip supply as the capacity constraint
~$26Bforecast
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| As of | 2026-04-20 |
| Source | TrendForce press release (2026-04-20) · Market projected to grow from US$16.5 billion in 2025 to $26 billion in 2026; supply of EML and CW laser chips tight on capacity allocation |
| Review | checking…review by 2027-01-31 · fast cadence |
| Recorded changes | last 2026-10-19 · 3 revisions tracked |
| Claim id | global-ai-optical-transceiver-market-in-2026 |
Where the guide uses it
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