高盛：光模块：在高盛调整人工智能服务器预期后下调 1.6T 光模块的出货量预估

25 March 2025 | 8:25AM CST Optical Transceiver: Lowering 1.6T volume estimate following GS AI Server revision Following GS AI Server estimate revisions (report), where rack-level AI servers are revised down to 19k/57k in 2025/26E (from 31k/66k previously), we revise our estimates for Innolight/TFC optical's 1.6T volume outlook. To note, we have previously cut 1.6T shipment estimates for Innolight and Eoptolink (for more details, Innolight/Eoptolink on March 3rd). In this report, we lower Innolight's 2026E n ...