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AI data centers are draining the world's optical fiber supply: TrendForce expects 2026 demand of 577 million fiber-kilometers to outrun what producers can make, leaving a 180 million fiber-kilometer global shortfall in 2026
Verified 2026-10-19
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More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
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