Organization: Estimated global AI optical transceiver module market size to reach $26 billion by 2026; key components in short supply, becoming a bottleneck for expansion

According to the latest research by TrendForce, the global AI-specific optical transceiver module market is entering a rapid growth phase, with the market size expected to jump from $16.5 billion in 2025 to $26 billion in 2026, an annual increase of over 57%. The strong growth is not only driven by upgrades in specifications but also reflects the structural reorganization facing the entire optical communication supply chain as AI data centers accelerate deployment.

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