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