P Equity Research 📰(@pequityresearch):Fubon Securities: Optical Transceivers Fubon Securities projects that 800G procurement demand will hit 60 million, 75 million, and 65 million units from 2026 to 2028, while 1.6T demand is expected to scale rapidly to 25 million, 70 million, and 90 million units. $AAOI $COHR $LITE $NVDA $MTSI $FN

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P Equity Research 📰@pequityresearch

2026.09.22 16:04

Fubon Securities: Optical Transceivers Fubon Securities projects that 800G procurement demand will hit 60 million, 75 million, and 65 million units from 2026 to 2028, while 1.6T demand is expected to scale rapidly to 25 million, 70 million, and 90 million units. $AAOI $COHR $LITE $NVDA $MTSI $FN