Goldman Sachs has significantly raised its forecast for 800G optical transceiver module sales in 2025 and 2026 to 19. 5 million units, an increase of 10% and 58%, respectively. It expects the market size to grow by 60% and 52% in US dollars over the same period. At the same time, it. Optical module chips are semiconductor devices that enable high-speed data transmission in fiber optic networks. These modules serve as critical interfaces between optical fibers and electronic. Discovering the intersection of AI computing and escalating market trends, the reliance on optical modules has surged. The market, valued at approximately $15 billion in 2025, is projected to witness a Compound Annual Growth Rate (CAGR) of 8% from 2025 to 2033.