NuAxiSemiconductor trade intelligence
AI computing demand lifts fiber prices and volume
What happened
Fiber prices have risen since Q4 2025 driven by AI data-center buildouts. Incumbents like FiberHome are expanding preform and specialty fiber capacity, attracting new entrants. 利多: Prices rising, capacity expansion.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
Optical fiberOptical interconnectsPreformSpecialty fiber
FiberHomeLingyi iTechHan's LaserHoshine Silicon Chemical
price-hikecapacity-expansionAI-data-centerfiber-optics
Source and time
Source: DigiTimes Asia · 7/14/2026 · View original source
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