So What's Really Going on With Optical Modules?

In 2019, over half the world's optical module market was coming from China. Today, that number is down to ~3%. This report tracks where the value has shifted and what type of regulatory action is now worth looking out for by tracking international import-exports.

Alongside Memory and Compute, the third axis involved in creating tokens is Networking. Copper and Fiber optics are critical infrastructure to data centers. Fiber optics, in particular, have had a recent surge in demand in price, and Optical Modules are now a bottleneck for data centers.