Da Mo: The annual compound growth rate of the global AI optical module PCB market size may reach as high as 83%, far exceeding the 60% growth rate of optical modules during the same period According to a report by Golden Finance on June 15th, Morgan Stanley's latest report predicts that as the scale of AI clusters continues to expand, the demand for data transmission between GPUs will grow exponentially, which will drive a rapid explosion in demand for optical modules. When optical modules upgrade from 400G to 800G, 1.6T, or even 3.2T, the materials, layers, and manufacturing processes of their internal PCBs will undergo comprehensive upgrades, thereby driving a significant increase in the value of individual PCBs. Da Mo predicts that from 2025 to 2028, the global AI optical module PCB market size will grow from 620 million US dollars to 3.77 billion US dollars, with a growth rate of more than 5 times in three years and a compound annual growth rate of 83%, far exceeding the 60% growth rate of optical modules during the same period. The report indicates that the total shipment volume of AI optical modules is expected to be 73 million, 141 million, and 158 million from 2026 to 2028, respectively. Among them, the three-year compound annual growth rate of 1.6T optical module shipments is about 60%, and the growth rate of the circuit board market is as high as 83%.