Global AI Trend Tracker Quick Note We hosted AI Expert Call #74 on 29 September, featuring an expert from a leading optical communication company. The expert mainly discussed the OCS (optical circuit switch) market outlook and comparisons between different OCS technologies, the BOM cost breakdown of OCS, the market demand and price trend of optical transceivers, and the market trend for CPO (co-packaged optics) and NPO (near-field packaged optics). Key takeaways from the call are below: EQUITY: TECHNOLOGY A ...