Fiber Prices Rise Since Q4 2025 as AI Data Centers Drive Optical Interconnect Demand
Updated
Updated · DIGITIMES · Jul 15
Fiber Prices Rise Since Q4 2025 as AI Data Centers Drive Optical Interconnect Demand
3 articles · Updated · DIGITIMES · Jul 15
Summary
Fiber prices have kept climbing since the fourth quarter of 2025 as AI data-center construction lifts orders for high-speed optical interconnects.
That demand is pushing up both prices and shipment volumes, tightening supply across the fiber-optic chain rather than reflecting a short-lived price spike.
China's fiber-optic industry has responded with a new round of capacity expansion aimed at meeting the stronger global buildout cycle.
The shift highlights how AI infrastructure spending is spreading beyond chips and servers into networking components and upstream materials.