Taiwan optical suppliers' September revenue jumps 90% on AI server demand

Taiwanese optical communications suppliers reported a 90% year-over-year revenue surge in September 2026, far outpacing power supply makers in percentage growth. The spike is driven by demand for high-speed data center connectivity, including EZconn's 800G QSFP-DD active optical cables for AI computing clusters.

• Taiwan optical suppliers' September 2026 revenue rose 90%
• Growth outpaced power supply manufacturers in percentage terms
• Demand driven by high-speed links for AI data centers
• EZconn offers 800G QSFP-DD AOC for AI clusters