La demande en fibre optique pour la puissance de calcul connaît une résonance, la conjoncture du tétrachlorure de silicium de haute pureté est en hausse

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Mars Finance information, driven by infrastructure upgrades in computing power and communication networks, has led to a continuous recovery in the demand for high-purity silicon tetrachloride since the beginning of this year.
The downstream applications of high-purity silicon tetrachloride mainly include the production of optical fiber preforms and synthetic quartz glass.
It is understood that, benefiting from the high prosperity of global optical fiber markets, high-purity silicon tetrachloride has entered a price increase cycle due to shortages.
An industry insider revealed that currently, most sales of high-purity silicon tetrachloride in the market are locked-in long-term contract pricing models, and since last year, long-term contract prices have risen significantly.
By the end of 2025, the reference price for long-term contracts of 9N grade high-purity silicon tetrachloride for optical fiber is about 25,000 yuan/ton, and the reference price for long-term contracts in the first quarter of this year has risen to about 45,000 yuan/ton, with a phased price increase of about 80%.
(Shanghai Securities News)
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