BofA: DSP shortage to cap 1.6T transceiver shipments at 60-70M units in 2027

BofA says the supply chain expects global 800G and 1.6T demand to reach 90-100 million units each in 2027, but a DSP shortage means the industry is likely to ship only 60-70 million 1.6T transceivers.

Detected & updated continuously · Source: Nebula