800G optical transceiver lead time — volume orders ~36–50 wk (floor raised after NVIDIA's 2026-03 $4B EML pre-buy), non-priority buyers quoted past 2027; EML lasers are the constraint, 800G supply 40–60% below demand through 2027
~36–50 wkobserved
| Value kind | observed — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range. |
|---|---|
| As of | 2026-05 |
| Source | McKinsey via TechTimes (2026-05); Supply Chain Connect (2026); TrendForce (2026-04) |
| Review | checking…review by 2026-08-25 · fast cadence |
| Recorded changes | last 2026-07-12 |
| Claim id | 800g-optical-transceiver-lead-time-volume |
Where the guide uses it
Not quoted in a chapter yet; it is kept in the curated register.
← Full numbers register — every date-stamped figure in the guide, with revision history.