In April 2026, the UK Commodity Research Union (CRU) released its latest report stating that global fiber optic prices have continued to soar since Q4 2025. The price of G.652. D bare fiber in Europe reached 7.94 euros per core kilometer, an increase of 136% month on month and 159% year-on-year compared to January 2026; The North American market is experiencing a simultaneous surge, with orders scheduled until 2028.

The core reason is the explosive demand for AI data centers and the rigidity of optical rod production capacity: by 2026, the global fiber optic demand will be about 577 million core kilometers, with only 397 million core kilometers available for effective supply, resulting in a gap of 180 million core kilometers (16.4%). Overseas leaders (Corning, Sumitomo, Fujikura) are operating at full capacity, with an expansion cycle of 18-24 months. It is difficult to alleviate supply and demand in the short term, and high prices may continue until the end of 2027.