Nomura — Global AI Trend Tracker: Optical Communications... Nomura — Global AI… · @2030FY_X · TwKit

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Nomura — Global AI Trend Tracker: Optical Communications... Nomura — Global AI Trend Tracker: Optical Communications Chip Market Trends: Lasers, Modulators and Materials Supply Chain — Key Observations Over the next three to five years, global optical communications chip demand will be driven jointly by 800G and 1.6T pluggable optical modules and by NPO (near-package optics) and CPO (

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