MCU chips powering optical modules have emerged as a critical semiconductor segment driven by the AI data center construction boom, with prices rising approximately 40% year-to-date and overseas AI power and optical communication companies beginning large-scale procurement of. MCU chips powering optical modules have emerged as a critical semiconductor segment driven by the AI data center construction boom, with prices rising approximately 40% year-to-date and overseas AI power and optical communication companies beginning large-scale procurement of. Supply and demand: Exploding demand for AI computing power is driving data center expansion, and 800G/1. 6T optical modules are in short supply. Cloud vendors are seeing a significant increase in capital expenditures. Supply bottleneck: High-end production capacity (such as 800G) is difficult to. Recent price increases in products like memory have pressured AI data center CAPEX, prompting questions about whether such hikes are truly beneficial. While scarcity-driven price rises in single components—be they storage, fiber, or discrete parts—may seem like direct buying signals, within the. Recently, the price of optical fiber and related products has risen significantly globally. Benefiting from strong demand for optical circuit switches (OCS) and co-packaged optics (CPO), optical module giant Lumentum not only delivered a report card with both revenue and profit exceeding expectations, but also gave guidance for the next quarter with a year-on-year growth of up to 85%. Optical Module Chip Market size was valued at US$ 823 million in 2024 and is projected to reach US$ 1. 52 billion by 2032, at a CAGR of 8.
