TrendForce reports that Nvidia has purchased EMLs for its own machinations to such an extent that rival optical module makers could face wait times for components beyond 2027, in what could even lead to a worldwide shortage. Investments by Cloud companies in data centers and supporting networking infrastructure have created a new and very dynamic segment in the optical transceiver market. The report said. The spillover of AI-driven demand from data center to consumer hardware, evidenced by a ~2x price increase for the RTX 5090, signals a systemic and prolonged supply chain crisis. Critical bottlenecks in CoWoS packaging and HBM memory are now the primary constraints on AI hardware expansion, forcing. Nvidia's efforts to shore up its own supply chain may just increase lead times for other companies, as reports suggest the chip giant has snapped up significant capacity of electro-absorption modulated lasers (EML). On September 11th, Xinyi Sheng, Zhongji Xuchuan, and Tianfu Communication saw their shares rise by 13. Today, they fell by. Potential shortfalls in networking optics supply could hinder data center and AI expansion.
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