[Goldman Sachs significantly raises its optical module market forecast: the scale in 2028 may be nearly US$150 billion] On September 7, Goldman Sachs significantly raised its industry forecast in the latest global optical module report. It is expected that the global optical module market will reach approximately US$67.7 billion, US$131.4 billion, and US$148.5 billion respectively from 2026 to 2028, which is an increase of 33%, 81%, and 115% from the previous forecast. Goldman Sachs believes that this round of upward revision is not simply due to the increase in the number of AI servers. More importantly, the AI ​​server architecture continues to migrate to high-speed networks, coupled with the increase in the number of optical modules required for a single GPU or ASIC chip, driving the rapid increase in demand for 800G, 1.6T and even 3.2T.