AI 光模块：增长主导行业颠覆-AI Transceivers Growth Dominates Disruption

M Global Insight February 26, 2026 09:14 PM GMT Global Technology AI Transceivers: Growth Dominates Disruption Our global team has collaborated to assess the growth opportunity and disruption risk in the AI transceiver market. Industry TAM is likely to triple from ~US$18bn in 2025 to ~US$50bn by 2028, driven by scale-out, scale-up, and scale-across of AI data center architectures. Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be ...