AI Demand and Infrastructure Projects Drive Fiber Optic Price Surge, Top Players Secure Long-Term Orders

Published: Jul 31, 2026 23:21 (GMT+8)

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Benefiting from the explosion of demand from AI intelligent computing centres, the "East Data, West Computing" initiative, and transoceanic submarine cables, the upstream optical fibre preform expansion cycle takes 18-24 months, leaving industry capacity supply tight, and fibre optic prices have been continuously raised significantly in 2026. Hollow-core fibre and ultra-low-loss G.654E high-end fibre are rigid demand for computing power backbones, and top-tier players have locked in orders through long-term agreements until 2028.

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