Core Viewpoint - The optical fiber industry is experiencing a significant price increase driven by a surge in demand due to the competition in computing power, particularly from AI data centers, leading to a robust growth in both domestic and international markets [1][2]. Group 1: Optical Fiber Demand and Pricing Trends - The optical fiber market is witnessing a price increase after a period of pressure in the first half of last year, with the demand for G657A2 fibers significantly boosting production capacity adjustments, resulting in reduced supply of G652D fibers and longer delivery times [1] - The upcoming procurement by telecom and mobile operators, along with pre-Spring Festival inventory demands, is expected to further drive prices higher, indicating that major domestic clients are likely to accept these price increases [1] - The export performance of optical fiber and cable has been outstanding, with overseas demand driven by AI-related data center needs contributing to a continuous rise in global optical fiber demand [1] Group 2: Impact of AI and Data Centers - The demand for optical fibers is being significantly reshaped by intelligent computing centers, which require ultra-high bandwidth and low-latency transmission, making them the core engine for growth in the optical fiber sector [2] - A single intelligent computing center can require several times more optical fiber than traditional data centers, with a typical GPU cluster needing tens of thousands of fiber kilometers for internal connections [2] - The share of optical fiber demand from AI-driven data center interconnect (DCI) scenarios is projected to increase from less than 5% in 2024 to 35% by 2027, highlighting the rapid growth in this segment [2] Group 3: Growth in Specialty and Multimode Fibers - There is a continuous growth in the demand for specialty and multimode fibers, with rapid advancements being made by companies both domestically and internationally [3] - The domestic leading optical fiber and cable manufacturers are expected to benefit significantly from the price increase trend driven by the surge in demand [3]