P Equity Research 📰(@pequityresearch):Some key notes coming out of SEMICON Taiwan: > Sales of optical transceivers are projected to grow by 25% in 2025 compared to 2024, and are expected to grow by another 50% in 2026. Among them, the market for high-end 100G and above speeds doubled in 2024 and is expected to grow by another 60% in 2025. > Silicon photonics has become the mainstream technology, and its market share is expected to exceed 50% by 2027. > A manufacturer announced that it will begin mass production of CPO in the second half of this year. > Real bottleneck for large-scale deployment lies in other parts of the supply chain, including lasers, optical fibers, fiber optic connectors, and product testing. $TSEM $LITE $COHR $MTSI $AAOI

2026.08.31 20:13

Some key notes coming out of SEMICON Taiwan: > Sales of optical transceivers are projected to grow by 25% in 2025 compared to 2024, and are expected to grow by another 50% in 2026. Among them, the market for high-end 100G and above speeds doubled in 2024 and is expected to grow by another 60% in 2025. > Silicon photonics has become the mainstream technology, and its market share is expected to exceed 50% by 2027. > A manufacturer announced that it will begin mass production of CPO in the second half of this year. > Real bottleneck for large-scale deployment lies in other parts of the supply chain, including lasers, optical fibers, fiber optic connectors, and product testing. $TSEM $LITE $COHR $MTSI $AAOI