Rigid Gap in Supply and Demand Increases, Prices and Quantities Rise in the Optical Fiber Industry

Since the beginning of this year, the heat of the fiber optic sector has been continuously rising. According to incomplete statistics from Choice, out of the current 64 fiber optic concept companies, more than 30 have already disclosed their first quarter reports. Reporters learned from interviews that the current boom in the fiber optic industry is due to a mismatch in supply and demand: the construction of AI computing power is driving the growth of fiber optic demand, while the production expansion cycle on the supply side takes as long as 18 to 24 months, leading to a "rigid gap" and causing both fiber optic quantity and price to rise together. Currently, mainstream fiber optic product orders are already scheduled until early 2027.