如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 spectrum 。 光纤的传输速度极快，能够实现每秒数百太比特（terabits）的数据传输。然而，如今的 AI 数据 中心对带宽的需求更为庞大。 可行且具有竞争力的替代技术。" 不过，全球已铺设超过 500 亿公里 的传统光纤，要让行业接受一种需要全新生态（包括连接器、 熔接器和信号放大器）的光纤并非易事。 Poletti 表示，微软正在与合作伙伴共同开发相关生态系统，并已在欧洲的两个 Azure 数据中心之 间部署了早期版本的 DNANF。该测试安装提供两条超过 20 公里的链路，以保证地理多样性，使 用了包含 32 芯空芯光纤（HCFs） 和 48 芯单模光纤 的混合电缆。 "该项目将 HCF 的高速传播优势引入数据中心互连领域。"Poletti 说，"目前已有 1280 公里 的空 芯光纤投入使用并承载实时业务，这证明该技术不仅可行，而且已经准备好商业化落地。" 这种"永无止境的渴望"促使全球研究人员投入到空芯光纤的研发竞赛中——因为光在空气中的传播 速度比在玻璃中更快。如今，英国的研究人员开发出一种新型空芯光纤电缆，可以降低信号损耗并 ...

Core Insights - The global hollow-core fiber market is projected to grow significantly, with the overall fiber market expected to reach $8.22 billion in 2024, while China's hollow-core fiber market is currently valued at $0.07 billion, indicating substantial growth potential [1][4] - Europe dominates the hollow-core fiber market, holding a 45% share in 2023, supported by leading research institutions and a robust optoelectronic industry chain [1][4] - Major companies are accelerating their investments in hollow-core fiber technology, with Microsoft planning to deploy 15,000 kilometers of hollow-core fiber in the next 24 months to enhance data transmission capabilities [2][4] Industry Performance - The electronic sector experienced an overall decline, with the SW electronic industry index dropping by 4.57% during the week of September 1-5, 2025, ranking 28th out of 31 sectors [1] - The top-performing sectors included power equipment (+7.39%) and comprehensive industries (+5.38%), while the electronic sector was among the worst performers [1] Technological Advancements - Hollow-core fiber technology offers significant advantages over traditional solid-core fibers, including a 31.8% reduction in delay and enhanced power handling capabilities, leading to lower energy consumption and operational costs for data centers [3][4] - Recent advancements include a new hollow-core fiber technology published by Microsoft Azure and the University of Southampton, demonstrating superior bandwidth and loss characteristics compared to traditional microstructured waveguides [2][3] Investment Recommendations - Hollow-core fiber is expected to benefit from long-term investments in data center infrastructure, with a recommendation to focus on key suppliers like Yangtze Optical Fibre and Cable [5] - Yangtze Optical Fibre has achieved significant milestones in hollow-core fiber technology, including the world's first 800G hollow-core fiber experimental network in collaboration with China Mobile [5]

Group 1 - The company has a leading advantage in the cable-making process of hollow-core optical fibers, which are characterized by their relatively fragile structure that requires research in cable-making technology and systematic performance testing of optical cables [2] - The related products of hollow-core optical fibers are currently being advanced by the company [2] - Future applications of hollow-core optical fibers include interconnection between data centers, high-frequency financial trading, and telemedicine [2]

Group 1 - The company has a leading advantage in the cable-making process of hollow-core optical fibers, which require systematic performance testing due to their fragile structure [1] - Hollow-core optical fibers are being advanced for applications in data center interconnections, high-frequency financial trading, and telemedicine [1] - The company has addressed technical bottlenecks in the cable-making of hollow-core optical fibers and has collaborated with partners to assist operators in launching the world's first 800G hollow-core optical fiber transmission technology trial network [3] Group 2 - The company is exploring future development opportunities for hollow-core optical fiber cables and is inquiring about new orders and potential breakthroughs in overseas markets [3]

Core Viewpoint - China Mobile has launched the country's first commercial line of anti-resonant hollow-core optical fiber in Guangdong, marking a significant advancement in independent research and development with complete intellectual property rights [1] Group 1: Technological Breakthrough - The launch represents a transition from technical prototype to practical application of anti-resonant hollow-core optical fiber [1] - This technology establishes a super low-latency "information expressway" for cross-border financial services between Shenzhen and Hong Kong, setting a benchmark for efficiency in cross-border business processing [1] Group 2: Industry Contributions - China Mobile has produced key outcomes during this process, including 2 CCSA research reports, 1 enterprise standard, nearly 20 patents, and 11 high-quality papers [1]