Goldman Raises, Eoptolink Delays: Two Timelines for the Optical Supply Chain This Week

This week, Goldman Sachs called for an upgrade while Eoptolink called for a delay. The same optical communications supply chain produced two completely contradictory timelines in a single week — so who's right?

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Goldman Raises Its Optical Module Market Forecast; Taiwanese Suppliers Hit Limit-Up Three Days Running

Goldman Sachs' "Top 10 Takeaways on Optical Communications" report raised its global optical module market forecast from US$68 billion in 2026 to US$148 billion in 2028 (with an estimated 69% CAGR for 800G and above), and named Buy ratings on VPEC (target price NT$793), FOCI (NT$833) and LandMark Optoelectronics (NT$4,401).

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