Rare "monosodium glutamate" supply and demand mismatch worsens, germanium prices rise over 80% in half a year

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As of June 18, the price of germanium ingots has climbed to 25,000 yuan per kilogram, up more than 83% from the end of 2025. The main driver behind this round of price surge is strong demand for optical fiber in areas such as AI computing infrastructure. In optical fiber manufacturing, germanium tetrachloride plays a role like “MSG,” serving as a key material. It is the core raw material used to dope the fiber core in optical fiber preform rods, primarily to increase the core’s refractive index and thereby make the fiber’s transmission performance more robust. “In the raw material costs of optical fiber preform rods, germanium makes up a very small proportion, but because downstream customers have high purity requirements for germanium materials, and domestic germanium supply is relatively concentrated with strong material non-substitutability, the supply-demand contradiction for germanium will be more pronounced than for other materials,” a leading optical fiber preform rod manufacturer said. (Shanghai Securities News)
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