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Core Viewpoint - The optical fiber and cable industry is experiencing a significant surge, with prices reaching historical highs and a strong demand driven by various factors, including AI and data center needs [1][2][3]. Price Surge in Optical Fibers - In early February, the optical fiber industry saw a dramatic increase in stock prices, with companies like Changfei Optical Fiber hitting their historical highs shortly after market opening [1]. - By January 2026, the price of G.652.D single-mode optical fibers is expected to exceed 35 yuan per core kilometer, with some quotes surpassing 40 yuan per core kilometer, marking an annual increase of over 80% [1][2]. - The price of retail scattered fibers is projected to rise from 24 yuan per core kilometer at the end of 2025 to over 35 yuan per core kilometer by January 2026, indicating a significant market shift [2]. Factors Driving Demand - The demand for optical fibers is being propelled by the increasing needs of AI-driven data centers and data center interconnect (DCI) scenarios, which are reshaping the demand logic in the optical fiber industry [3]. - The export performance of optical fiber and cable companies is expected to be strong, with overseas markets becoming a crucial profit growth point for these companies [3]. Market Dynamics and Challenges - The recent market adjustments have been influenced by shrinking dollar liquidity and changes in AI narratives, with analysts suggesting that the Federal Reserve's actions will be pivotal in determining future market conditions [4]. - Concerns are rising regarding the sustainability of capital expenditures in the tech sector, which could impact the optical fiber and cable industry as part of the broader hardware supply chain [5].