NVIDIA has been aggressively pre-allocating capacity at the world's top EML (electro-absorption modulated laser) suppliers, pushing lead times out past 2027 and triggering a supply shortage across the industry. Optical module makers and hyperscalers have been scrambling for secondary. According to the latest June 2025 Quarterly Market Update by renowned research firm LightCounting, the global optical transceiver market is set to rebound in Q2 2025 with a projected 10% quarter-over-quarter growth. The key growth driver is the rising demand for 800G Ethernet optical modules. Shares of optical module makers InnoLight and Eoptolink surged over 6% to new highs as 1. 6T products enter commercial mass production. The global optical module market is forecast to grow 60% in 2026 and reach nearly $60 billion by 2031, driven by AI demand. The. On April 7, Samsung reported Q1 2026 operating profit of KRW 57. It exceeded Samsung's entire 2025 full-year result.
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