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AI data centres are pushing copper interconnects past their limits in scale-up networks, and TrendForce projects VCSEL sales for near-packaged optics -- with Lumentum, Coherent, Broadcom and other suppliers racing to launch products -- will grow at a 38% compound annual rate from 2025 to 2031, reaching 650 million units by 2031
Verified 2026-10-11
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- Price
- $364.98
- 30D
- +0.38%
- AI share of revenue
- 31.3%
PRICES 15-MIN DELAYED · EODHD
Broadcom’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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