The gap between supply and demand rigidity widens, leading to simultaneous increases in both volume and price in the fiber optic industry.

Mars Finance News, April 27 — Since the beginning of this year, the fiber optic sector’s momentum has continued to climb. According to incomplete statistics, among the 64 fiber optic concept companies, more than 30 have already released their Q1 reports. It is reported that this round of the fiber optic industry’s boom cycle is driven by a mismatch between supply and demand: AI computing infrastructure is spurring growth in fiber optic demand, while the supply side’s expansion cycle lasts 18 to 24 months, creating a “rigid shortage.” As a result, both fiber optic volumes and prices have risen together; currently, orders for mainstream fiber optic products have been booked through early 2027. (Shanghai Securities News)