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Goldman Sachs Bullish on Optical Transceiver Stocks Amid AI Infrastructure Boom

Electronic Technology · Electronic Components · economic_daily · 2026-09-08

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Goldman Sachs has upgraded its outlook for the optical transceiver industry, citing strong AI demand and naming Taiwanese firms as key beneficiaries.

What Happened

Industry Growth Drivers: Goldman Sachs reports that the optical transceiver industry is entering a golden cycle fueled by increased AI infrastructure spending and the transition to higher-speed transmission. The firm expects 800G to remain the mainstream standard, with 1.6T and 3.2T products projected to see significant volume growth through 2028.

Shift in Compute Architecture: The diversification of AI chips from GPUs toward ASICs is increasing reliance on high-speed networking to handle complex workloads. As ASIC adoption grows, the demand for high-speed connectivity is expected to surge, providing a long-term tailwind for the optical transceiver supply chain.

Silicon Photonics Advantage: Silicon Photonics (SiPh) technology is gaining traction due to its significant cost advantages over traditional EML modules. With laser costs for 1.6T SiPh modules being substantially lower than EML counterparts, market penetration is expected to rise from 10% in 2026 to 18% by 2028.

Taiwanese Stock Outlook: Reflecting these positive trends, Goldman Sachs has raised its global shipment forecasts for 2026-2028. The firm issued 'Buy' ratings for Taiwanese suppliers including AOI, OptiWorks, and Alltek, citing their strategic roles in high-speed connectivity and optical engine manufacturing.

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