GCS eyes 200G optical component ramp in 2026 as AI demand grows

Digitimes
By Levi LiMar 6, 2026, 7:23 pm98 ptsTrending
Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical module market remains undersupplied, with cloud service providers (CSPs) accelerating orders. The company has positioned itself across both receiver and transmitter components and targets…

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