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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

Sep 30Wed
  1. 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 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 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 18Fri
Sep 17Thu
Nov 25Tue
  1. Hangzhou Institute of Optics and Fine Mechanics · Industry NewsOptics industryOptics and AI34

    Liutong Photonics Integrated Sensing and Communications Equipment Powers Digital Track at the 15th National Games

    Guangdong Telecom, Sun Yat-sen University, and the Su Bingtian Speed Research and Training Center, among others, used integrated sensing and communications equipment and a digital twin system from Liutong Photonics, a company incubated by the Hangzhou Institute of Optics and Fine Mechanics, to build a digital track based on communication optical fiber and a smart transportation demonstration project around the venue. The system captures vibration signals through hundreds of meters of fiber laid beneath the track and uses AI algorithms to calculate stride length, ground contact time, and other parameters, while the traffic sensing network extracts vehicle speed, trajectories, and traffic density from urban communication fiber cables.

Nov 24Mon
  1. Hangzhou Institute of Optics and Fine Mechanics · Recent HighlightsOptics industryOptics and AI54

    Russell Center at Hangzhou Institute of Optics and Fine Mechanics Achieves Continuous Hollow-Core Fiber Drawing Beyond 15 Kilometers, with Minimum Loss Below 0.3 dB/km

    The Russell Center at the Hangzhou Institute of Optics and Fine Mechanics has made progress in hollow-core microstructured fiber drawing, achieving continuous drawing lengths exceeding 15 kilometers with minimum loss below 0.3 dB/km in the telecommunications band. Related industrialization is being advanced by Xinkong Guanglian (Hangzhou) Technology Co., Ltd., established by the Russell Center, targeting high-speed interconnects for intelligent computing centers and 6G communication networks. The team said this validates the feasibility of long-distance hollow-core fiber drawing and lays the groundwork for mass production of ultra-low-loss, ultra-long-distance hollow-core microstructured fiber.

Sep 26Fri
  1. Hangzhou Institute of Optics and Fine Mechanics · Industry NewsOptics industryOptics and AI41

    Liutong Photonics SC-DAS-1550-FA Integrated Sensing and Communications Device Monitors Typhoon Hagiwara via Submarine Cable

    During Typhoon Hagiwara, Liutong Photonics used the SC-DAS-1550-FA integrated sensing and communications device to turn the submarine communication cable of the Guishan Offshore Wind Farm into a distributed acoustic sensor array, monitoring in real time ocean waves and currents, as well as the impact, vibration and deformation of wind turbine foundations, towers and submarine cables.