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Goldman Sachs Highlights Five Taiwanese Firms Benefiting from AI Optical Trends
Electronic Technology · Semiconductors · economic_daily · 2026-09-09
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Goldman Sachs identifies five Taiwanese companies poised to benefit from the scaling of Photonic Integrated Circuits and Co-Packaged Optics in AI infrastructure.
What Happened
Industry Trends: The surge in AI computing is driving demand for faster data transmission, pushing Photonic Integrated Circuits (PIC) and Co-Packaged Optics (CPO) toward mass adoption. Goldman Sachs identified six key industry trends, emphasizing the critical role of testing and automated coupling in the production process.
Key Beneficiaries: Goldman Sachs highlighted five Taiwanese companies—VPEC, GMT Global, Photron, FitTech, and Alltek—as potential beneficiaries. These firms span the supply chain from equipment and testing to materials, positioning them well for the AI infrastructure upgrade.
Technical Challenges: As CPO remains in the early stages of commercialization, production costs and failure rates are significant concerns, making testing equipment a high-priority investment. Companies are deploying advanced imaging systems and KGD techniques to optimize production efficiency and reduce costs.
Market Outlook: With strong demand for PICs, the industry expects a massive increase in equipment shipments over the next year. Suppliers are racing to build automated ecosystems to support the high-speed connectivity requirements of next-generation AI systems.
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