On April 9, the Hong Kong stock market’s optical communication concept continued its recent upward trend. As of the time of writing, $TIME INTERCON (01729.HK)$ surged over 8%, $YOFC (06869.HK)$ rising over 5%, $CIG (06166.HK)$ Surged over 2%.
In terms of developments, Google Cloud Next ’26 will be held from April 22-24 in Las Vegas, Nevada, USA, focusing on enterprise-level AI, cloud innovation, and agent-based AI. Open Source Securities released a research report stating that in terms of infrastructure construction, the conference is expected to unveil a new generation of TPU architecture, reveal practical applications of memory pooling and OCS optical circuit switches, and provide details on the deployment timeline for the new architecture. We believe this conference could mark the starting point of Google’s new technological roadmap, potentially further expanding the incremental demand space for OCS.
According to data from the British Commodities Institute, global fiber optic cable demand is expected to grow by 4.1% year-on-year in 2025, with data center fiber optic cable demand increasing by 75.9%. Global fiber demand is projected to rise to 880 million core kilometers by 2027. In terms of pricing, the spot price of G652.D bare fiber in China reached CNY 83.40 per core kilometer in March 2026, reflecting a cumulative increase of over 400% since May 2025. Prices for similar products in the European market also surged by 136% month-on-month and 159% year-on-year in January, indicating that the trend of rising fiber prices has spread globally. The supply-demand gap is expected to widen to 15% during 2026-2027.
Editor/KOKO
