On April 20, TrendForce released a study indicating that the global market for AI-specific optical transceiver modules is undergoing swift expansion. The market size is anticipated to surge from US$16.5 billion in 2025 to US$26 billion in 2026, marking an annual growth rate of over 57%. This surge is mainly fueled by the rapid construction of AI data centers and enhancements in module specifications. Nevertheless, the constrained supply of essential components is hindering manufacturers' ability to expand capacity, resulting in structural changes within the optical communications supply chain. The escalating traffic at North America's hyperscale data centers is compelling cloud behemoths like Google and Microsoft to ramp up their deployment of GPUs and AI servers, thereby intensifying the demand for high-speed optical connectivity. Presently, the primary obstacles to capacity expansion encompass the limited availability of optoelectronic chips, constraints in high-precision manufacturing processes, as well as challenges related to power consumption and heat dissipation. To alleviate supply risks, upstream suppliers such as NVIDIA and major system vendors have revamped their procurement strategies, embracing strategic long-term agreement frameworks and expediting the transition to low-power technology solutions.