The rapid expansion of AI data centers and the intensifying race for AI computing power are accelerating the transition toward transmission speeds above 1.6 Tbps, according to TrendForce’s latest research. Major players such as NVIDIA, Google, and Meta are securing a stable supply by strategically locking in production capacity from electro-absorption modulated laser (EML) and continuous-wave distributed feedback laser diode (CW-DFB LD) suppliers. This has prompted suppliers to aggressively expand capacity in response to customer demand, doubling the comb...

According to the report “TrendForce 2026 Infrared Sensing Application Market and Branding Strategies,” driven by brands’ strategic planning, five key themes are projected to unfold steadily between 2026 and 2030: 1) consumer electronics, including under-display 3D sensing, under-display proximity sensors, and bio-sensing; 2) smart cockpit / ADAS- driver / occupant monitoring systems (DMS/OMS); 3) automotive automation- autonomous driving; 4) industrial automation and humanoid robots; and 5) optical communication. Various factors are helping to expand th...