Haven't studied it, but is this also considered a kind of downstream diffusion and transmission?$YOFC(06869.HK)

YOFC

Meta Q4 Earnings

The optical fiber industry is experiencing a turning point due to the surge in AI demand, with clear signals of shortages and price increases. The report from Guotai Junan indicates that G.652D fiber is difficult to obtain at high prices, with a projected year-on-year demand increase of 75.9% by 2025. Corning has signed a $6 billion supply agreement with Meta, driving growth in optical fiber demand. Shenwan Hongyuan Research believes that the optical fiber industry is in a recovery phase, with earnings coming from fundamental and structural upgrades rather than mere valuation recovery

- The optical fiber industry is experiencing a supply shortage and price increase due to rising demand from AI data centers, with significant growth in fiber demand expected by 2025.  
- A report highlights that the primary driver for this surge is the necessity for high bandwidth and low latency in computing centers, leading to projected global fiber demand growth of 75.9% year-over-year.  
- Key manufacturers are reallocating production towards high-margin optical products, while concerns over supply chain constraints persist, indicating potential challenges and opportunities for investors in the fiber market.

Wallstreetcn

Corning

iShares US Digital Infrastructure and Real Estate ETF

ISHRS S&P Glb Telco

VGtelecomm

GraniteShares 2x Long META Daily ETF

Comm Servcies Select Sector SPDR

Roundhill META WeeklyPay ETF

iShares US Telecommunications

Meta Platforms

Fidelity MSCI Telco Svc Index

Will optical fiber be the next storage?

Owhathappen

Treasure Hunter