[Goldman Sachs: Global Optical Module Market TAM Significantly Revised Upward, 1.6T and Above Shipments Increased by 29% to 61%] According to Deep Tide TechFlow, citing research from Tide Research, Goldman Sachs' September 7 report indicated that driven by AI server rack-level expansion and increased ASIC penetration, the global optical module market TAM for 2026 to 2028 has been revised upward by 33%, 81%, and 115%, respectively. In 2027, shipments of 800G, 1.6T, and 3.2T are expected to reach 49 million, 71 million, and 23 million units, respectively, with silicon photonics penetration reaching 80% in the 3.2T era. The market size for 800G and above is projected to grow from approximately $45 billion in 2026 to $130 billion in 2028. Goldman Sachs maintains a 'Buy' rating for InnoLight Technology (A-share) with a target price of 2,645 yuan. Recommended manufacturers for optical modules or optical engines include Eoptolink, FOCI; for CW laser suppliers, LandMark and VPEC are recommended; for equipment, RoboTechnik is recommended. All are given a 'Buy' rating.