A Guosheng Securities report forecasts a "winner-take-all" consolidation in the optical communication sector despite an AI-driven boom. 6T modules is creating critical supply shortages in EML chips, DSPs from Broadcom and Marvell, and foundry capacity. A hyperscale network operator recently discovered that 12% of their 400G DR4 modules—all from an AVL-approved supplier—failed within 90 days of deployment. Accelerated 1-2 year technology. Has the crisis of optical module giant Coherent been resolved? Recently, the financial report for the second quarter of 2026 released by Coherent, a giant in optical modules, has attracted market attention. In this Opinion Series, Yole Group explores how the optical transceiver ecosystem is evolving under the combined pressures of. Demand for optical connectivity remains strong, but component shortages hobbled growth in sales of optical transceivers in Q4 2024. The first half of 2025 will be impacted as well. An EML is a specialized, high-speed light source used in fiber optic.