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TrendForce projects AI data center expansion and a compute arms race pushing transmission rates above 1.6Tbps have led NVIDIA, Google and Meta to strategically lock EML and CW-DFB LD supplier capacity. Suppliers are ramping output to meet demand, lif

2026-06-03

TrendForce projects AI data center expansion and a compute arms race pushing transmission rates above 1.6Tbps have led NVIDIA, Google and Meta to strategically lock EML and CW-DFB LD supplier capacity. Suppliers are ramping output to meet demand, lifting combined monthly capacity to about 50.7 million units by 2026—over twice current levels. Broadcom, Lumentum and Sumitomo Electric holds the top three positions with roughly a 55% combined market share.

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2026-06-03

UN meteorological agency forecasts a moderate El Nifio in coming months, possibly strengthening to strong; this could push up global temperatures and increase the risk of extreme weather.

UN meteorological agency forecasts a moderate El Nifio in coming months, possibly strengthening to strong; this could push up global temperatures and increase the risk of extreme weather.
2026-06-03

Indonesia's benchmark stock index fell 4% to 5,950 points, its lowest level since early April 2025.

Indonesia's benchmark stock index fell 4% to 5,950 points, its lowest level since early April 2025.
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