AI server tracker: Taiwan optics race beyond 1.6T
<p class="P1" data-start="3444" data-end="3815">Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening beyond conventional pluggable transceivers toward continuous-wave (CW) lasers, fiber array units (FAUs), external laser sources and co-packaged optics (CPO), while transmission speeds advance from 800G and 1.6T toward 3.2T and beyond.
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