Wen Ku Calls for Rational Capacity Expansion in the Optical Fiber and Cable Industry
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On October 19, 2026, Wen Ku said at the Global Optical Fiber and Cable Conference that AI, computing power and data centers are reshaping demand for optical fiber and cable. He noted that global fiber demand grew 4.1% in 2025, with data communications and data center-related demand up 76%, while optical fiber preform capacity expansion takes two years. Wen Ku warned that high prices could trigger a concentrated release of capacity, urged upstream and downstream players to establish long-term price negotiation mechanisms and expand capacity rationally, recommended signing more long-term contracts, and suggested navigating price cycles through low-latency, low-loss, high-density technologies and diversified applications.
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- C114 Communications Network · Optical CommunicationsPicksWen Ku: AI Drives Fiber Optic Cable Demand, Calls for Price Negotiation and Rational Capacity Expansion
Speaking at the Global Optical Fiber and Cable Conference, Wen Ku said AI, computing power and data centers are reshaping fiber optic cable demand, and urged upstream and downstream players to establish long-term price negotiation mechanisms and expand capacity rationally. He noted that global fiber demand grew 4.1% in 2025, with data communications and data center-related demand up 76%, while expanding optical fiber preform capacity takes two years. Wen Ku warned that high prices could trigger a concentrated release of new capacity, recommending more long-term contracts and navigating price cycles through low-latency, low-loss, high-density technologies and diversified applications.
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