Goldman Sachs Forecasts Optical Module Market Could Hit $150B by 2028, Driven by AI Architecture Evolution
Goldman Sachs has significantly raised its forecast for the global optical module market, projecting it could approach $150 billion by 2028. The bank highlights that growth is now driven by AI server architecture shifts towards high-speed networks and increased module needs per chip, fueling demand for 800G and 1.6T products.
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