Demand Surges, Fiber Optic Cable Prices Break Historical Ceiling

Wallstreetcn
2026.03.25 23:28

Entering March, driven by the synchronized demand from drone and AIDC construction, the price of G.657.A2 fiber has broken through 210 yuan/core kilometer, completely shattering the historical price ceiling. China Galaxy Securities pointed out that the current fiber optic cable market is experiencing continuous price increases due to the rapid development of AI and computing power networks, and the higher difficulty in expanding production. On the demand side, intelligent computing centers have seen a substantial increase in demand for DCI, all-optical networks, and other solutions. (Shanghai Securities News)