AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability. Quartz component maker TXC sees AI and automotive as its main growth engines in 2026, and expects AI to account for 16% of full-year revenue this year. TXC currently holds a 20–30% share of the optical module market and aims to break above 30% in 2027.