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Oct 19Mon
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI58

    Omdia: Pre-terminated Fiber Expands into AI Data Centers and Other Infrastructure

    An Omdia report notes that pre-terminated fiber solutions are expanding from traditional FTTH scenarios into data centers, edge computing and smart cities. Its data show that cloud business is driving data center capacity growth of 25% per year, and AI development will further increase demand for fast, reliable fiber deployment. Pre-terminated solutions reduce field termination errors through improved connectors and plug-and-play designs, while Clearfield's vertically integrated manufacturing is used to respond to customer needs and reduce dependence on overseas logistics.

    Why we recommend it: The deployment advantages of pre-terminated solutions and manufacturing integration cases complement each other, providing context for understanding how passive component suppliers expand from FTTH into data centers.

  2. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI62

    CAICT's Ao Li on Optical Communications Evolution Driven by AI Computing

    Ao Li, vice president of the China Academy of Information and Communications Technology (CAICT), said the optical communications industry is shifting from being driven by traditional telecom to being driven by AI computing, with next-generation communications networks and optical networks evolving in parallel. He noted that 1.6T is at the early commercialization stage globally, hollow-core fiber is already used for low-latency dedicated lines and cross-domain computing interconnects, and multi-core fiber is entering high-density data center cable scenarios. He expects optical circuit switching systems to form an optoelectronic hybrid architecture with electrical switching, while the relevant technology roadmaps continue to develop in parallel.

    Why we recommend it: Comparing high-speed interconnects, hollow-core and multi-core fiber, and optical switching under AI computing demand provides context for understanding the engineering pace of each optical communications pathway.

  3. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI68

    Mao Qian on Fiber Demand Shifting to Cloud Providers and Physical Supply Constraints

    Mao Qian noted that control over fiber demand has shifted from carriers to cloud providers, and preform expansion cycles make supply-demand gaps difficult to ease quickly through pricing. A report he released estimates that global optical fiber and cable demand will reach about 630 million fiber-km in 2026, while effective supply will be only 480 million to 520 million fiber-km, leaving a gap of about 110 million to 150 million fiber-km. Preform plant construction takes 18 to 24 months, and product mix shifts combined with supply constraints are pushing the industry from price competition toward value competition.

    Why we recommend it: Linking cloud provider demand with preform capacity expansion cycles explains why structural shortages can persist even when nominal capacity is ample, providing a framework for comparing different fiber categories.

  4. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI68

    Mao Qian on Fragmentation of the Global Fiber Market and Chinese Companies' Overseas Transformation

    Mao Qian released the 2026 Global Optical Fiber and Cable Industry Development Report, stating that the global market is forming two fragmented systems led by the US and China, while Chinese companies' overseas expansion is shifting from absorbing excess capacity to exporting value. APC data show that Chinese companies' combined global share exceeded 45% in 2026, with North American prices at two to three times the global benchmark. The report forecasts that Chinese companies' share will exceed 50% by 2030, and warns of risks from key raw material supply and a supply-demand reversal after new capacity comes online.

    Why we recommend it: The report places trade barriers, overseas capacity and customer lock-in within a single competitive framework, providing context for understanding how Chinese fiber companies are shifting from scale expansion to value export.

  5. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI42

    FiberHome's Lan Hai: AI and Computing Networks Open a New Upward Cycle for Optical Fiber and Cable

    Lan Hai, chairman of FiberHome Telecommunication Technologies, said at the opening ceremony of the 2026 Global Optical Fiber and Cable Conference that the rapid development of artificial intelligence, the continued evolution of 6G technology and the accelerated deployment of computing networks are ushering in a new upward cycle for the optical fiber and cable industry. China accounts for about 60% of global optical fiber and cable output, and Optics Valley has become the world's largest optical fiber and cable production base. During the conference, new international standards related to novel optical fiber will be officially released, along with a number of authoritative reports and competitiveness rankings.

  6. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI39

    Philippine Ambassador to China Jaime: Connecting More Than 7,600 Islands with Light, Looking to Deepen China-Philippines Digital Infrastructure Cooperation

    Jaime FlorCruz, the Philippine Ambassador to China, said in his opening remarks at the 2026 Global Optical Fiber and Cable Conference that he looks forward to deepening cooperation with Chinese companies in submarine cables, resilient networks and skills development. The Philippines is made up of more than 7,600 islands, making cross-sea connectivity, disaster-resilient communications and affordable broadband access especially important for economic and social development. He specifically noted that FiberHome Telecommunication Technologies has worked with local telecom operators to build and maintain fiber broadband networks, creating local jobs and transferring knowledge.

  7. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI65

    Wen Ku: AI Drives Fiber Optic Cable Demand, Calls for Price Negotiation and Rational Capacity Expansion

    Speaking at the Global Optical Fiber and Cable Conference, Wen Ku said AI, computing power and data centers are reshaping fiber optic cable demand, and urged upstream and downstream players to establish long-term price negotiation mechanisms and expand capacity rationally. He noted that global fiber demand grew 4.1% in 2025, with data communications and data center-related demand up 76%, while expanding optical fiber preform capacity takes two years. Wen Ku warned that high prices could trigger a concentrated release of new capacity, recommending more long-term contracts and navigating price cycles through low-latency, low-loss, high-density technologies and diversified applications.

    Why we recommend it: Links AI-driven changes in fiber demand to the preform capacity expansion cycle and price mismatches, providing industry context for why the current boom carries risks of overcapacity.

Oct 17Sat
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Oct 14Wed
  1. C114 Communications Network · Optical CommunicationsOptics industry54

    FiberHome Ruituo Files Phase II of Oversized Optical Fiber Preform Project, Adding 600 Tons of Annual Capacity

    FiberHome Ruituo, a wholly owned subsidiary of FiberHome Telecommunication Technologies, has filed a construction application for Phase II of its industrial-scale oversized optical fiber preform project, with total investment of about RMB 398 million. Upon completion, the project will add 600 tons of annual optical fiber preform capacity. In May, the company unveiled an optical fiber preform measuring 0.3 meters in diameter and 3.5 meters in length, from which about 20,000 kilometers of optical fiber can be drawn from a single preform.

Oct 13Tue
  2. Hangzhou Institute of Optics and Fine Mechanics · Recent HighlightsOptics industry49

    Philip Russell, Director of the Russell Center at Hangzhou Institute of Optics, Receives 2026 Chinese Government Friendship Award

    Academician Philip Russell, director of the Russell Advanced Photonic Wave Science Center at the Hangzhou Institute of Optics and Fine Mechanics, received the 2026 Chinese Government Friendship Award at the Great Hall of the People on September 30. A total of 50 foreign experts received the award this year. Russell is an internationally renowned scholar in photonic crystal fibers.

Oct 10Sat
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI65

    Zhishang Technology Receives $500 Million Fiber Optic Connector Demand Forecast from PH Customer for 2027

    Shenzhen Zhishang Technology announced the signing of a 2027 Demand Forecast Cooperation Memorandum with customer PH. The customer expects to purchase MPO fiber optic patch cords and other fiber optic connectors from the company in 2027, with a forecast target value of $500 million (approximately 3.346 billion yuan). C114 believes optical interconnect demand has expanded from optical modules and optical fiber cables to upstream optical components.

    Why we recommend it: The article gives a $500 million connector demand forecast from a single customer, directly showing how AI optical interconnect demand is flowing upstream to components

Oct 8Thu
Oct 6Tue
Oct 1Thu
  1. Light: Science & ApplicationsOptics industry61

    Multilevel Time-Encoded Cluster State Transmitted Over 29.5 km Deployed Fiber

    A paper in Light: Science & Applications used multilevel time encoding to transmit a cluster state over 29.5 km of partially deployed fiber.

    Why we recommend it: The original paper transmitted a high-dimensional cluster state over actually deployed fiber, offering useful lessons for quantum network engineering

Sep 30Wed
  1. Laser Focus WorldOptics industry61

    DTU 'Bakes' Fiber to Nearly Double the Range of Ultralow-Noise Supercontinuum Lasers

    A team at DTU Electro in Denmark has made progress on ultralow-noise supercontinuum lasers, using heat treatment of the fiber to nearly double the spectral range compared with similar low-noise sources.

    Why we recommend it: The original paper presents a simple fiber post-processing method that is useful for supercontinuum light source design

  2. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI67

    AT&T and Corning Sign Multiyear Fiber Optic Cable Supply Agreement Worth More Than $3 Billion

    AT&T announced a multiyear fiber optic cable supply agreement with Corning worth more than $3 billion in total. Corning will continue delivering fiber and cable for AT&T's home broadband expansion. AT&T said average monthly traffic per fiber user has surpassed 1 TB, five times the 2016 level.

    Why we recommend it: The original paper gives the contract value and user traffic growth, helping to understand the scale of fiber demand driven by AI and video

Sep 29Tue
  1. C114 Communications Network · Optical CommunicationsOptics industry56

    How Far Has 50G-PON Come?

    The Ministry of Industry and Information Technology's 15th Five-Year Plan for the Information and Communications Industry sets a target of 1 million 50G-PON ports in China by 2030, compared with about 20,000 in 2025, a 50-fold gap. This is the first time 50G-PON has been included as a quantified target in a national five-year plan, and the article reviews its commercialization progress and obstacles.

Sep 27Sun
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI63

    Hengtong Optic-Electric Plans to Raise CNY 6.636 Billion for Next-Generation Optical Fiber and AI Optical Interconnect

    Hengtong Optic-Electric has released a private placement plan to raise up to CNY 6.636 billion for next-generation optical fiber R&D and production, construction of high-end optical new materials in Inner Mongolia, and advanced AI optical interconnect projects. The issuance will target no more than 35 investors.

    Why we recommend it: The original article lists the investment directions, helping to understand the optical fiber leader's spending on AI optical interconnect

Sep 25Fri
Sep 24Thu
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI43

    Hengtong Highlights Optoelectronic Technologies Powering AI Computing at PT Expo 2026

    Under the theme "Strong Networks, Thriving Computing, Intelligent Ecosystem," PT Expo 2026 saw Hengtong Optic-Electric showcase optical fiber, optical interconnect and other optoelectronic solutions for AI computing, supporting the implementation of the "AI + Information and Communications" policy.

Sep 21Mon
  1. C114 Communications Network · Optical CommunicationsOptics industryOptics and AI49

    C114 and CIOE Hold AI + New Optical Fiber Applications Forum

    C114 and CIOE jointly held the AI + New Optical Fiber Applications Forum in Shenzhen on September 11. The event focused on high-density optical interconnects for AIDC, G.654.E backbone deployment and hollow-core fiber, with guests from the China Academy of Information and Communications Technology, the three major telecom operators and cloud providers in attendance.

Sep 20Sun
  1. C114 Communications Network · Optical CommunicationsOptics industry49

    SGITG's Deng Li: Specialty Optical Fibers Support Power Backbone Network Upgrades

    Deng Li, deputy director of the communications network construction department at the State Grid Information and Telecommunication Center, presented a report titled "Research and Application of Specialty Optical Fibers in Power Backbone Communication Networks" at the AI + New Optical Fiber Applications Forum, highlighting the engineering value of specialty fibers in power communication networks.

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