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Major Chinese optical fiber manufacturers have booked orders stretching into early 2027, as AI data center construction drives demand growth that the supply chain cannot match, according to a DigiTimes report. Hengtong and FiberHome told the publication their production lines are running at full capacity, with delivery cycles for some products extending from weeks to months. The scale of demand from AI infrastructure dwarfs anything the fiber industry could ever have planned for. Data center fiber demand grew roughly 76% year-on-year in 2025, according to CRU data cited by various industry publications, and the segment is projected to account for 30% of total global fiber demand by 2027. In 2024, that figure was below 5%. All this is because AI training and inference clusters require far denser interconnect fabrics than conventional cloud infrastructure. Rahul Puri, CEO of STL's Optical Networking Business, told Fierce Network in December that AI-focused data centers need approximately 36 times more fiber than traditional CPU server racks. Unfortunately, manufacturing optical fiber preforms, the glass rods from which fiber is drawn, is a technically demanding process with high barriers to entry. New preform capacity typically takes 18 to 24 months to build, according to industry sources cited...

Compania Fiberhome din China îşi va stabili cea mai mare bază europeană a sa în Ungaria, unde va produce cabluri optice. Investiţia realizată se va ridica la valoarea de 8 miliarde de forinţi (peste 2...

WUHAN, CHINA – Media OutReach Newswire – 17 September 2026 – On September 13, the inauguration ceremony of the Optics Valley International Communication Alliance was held. Representatives of 13 founding member companies — including FiberHome, China Construction Third Engineering Bureau, HGTECH, YHKT Entertainment, Huakang Clean and Shenglong Electric — and of more than 100 other Optics Valley enterprises attended the event.