B · Normal
[The concept of optical fiber shocks and rises, Changying Stock rises by more than 10%] On October 20th, the concept of optical fiber shocked and pulled up, Changying Stock rose by more than 10%, Hengtong Optoelectronics, Special Information, Yongding Shares, and Tongding Internet followed suit. On the news, according to TrendForce’s latest communications industry research, as AI data centers, cross-data center interconnections and high-capacity backbone network construction drive up demand for optical fiber, the global optical fiber supply and demand gap is estimated to reach 180 million core kilometers in 2026. The supply tightening will drive the spot price of finished optical fiber products to increase by more than 2.8 to 5 times annually.
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