Taiwanese optical component maker Browave (4979) expects a stronger second half and says it already has orders booked out to 2028 — good news for AI data center suppliers.

• AI data centers keep driving demand for faster optical links, and new data center interconnect products plus laser chip shipments are lifting sales.
• 800G modules started shipping in volume this year, with 1.6T development due to finish next year and mass production planned for late 2027.
• The company says it has gained since 2024 from customers moving away from Chinese suppliers, helping both sales and profit margins — and US plans to restrict Chinese optical modules would help more.
• Spending on new plants and clean rooms is climbing, from around NT$2 billion this year to over NT$3 billion in 2027, with wafer output set to roughly double next year.
• Market forecasts for optical modules have been revised sharply higher, to $80 billion by 2031 from $52 billion.

Outlook: Growth should carry into next year on 800G volume and capacity expansion, with 1.6T becoming the next leg in 2027–2028.