Optical transceiver shipments today are dominated by 400G and 800G units. But 800G and 1.6T are expected to take over the market as the buildout progresses, with 2.4T units expected to enter the mix by 2027 and 3.2T by 2028. Every speed jump is an upgrade cycle for the companies supplying the hardware, and the Roundhill Photonics & Optics ETF $LYTE holds them all.
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