Price Increase of Upstream Materials for Optical Modules
Over the past several months, upstream material costs and supply chain constraints have pushed fiber prices upward, directly impacting cable assemblies, patch cord production, and passive optical components. In early 2026, global commodity markets experienced increased volatility: gold prices broke through $5,189 per ounce, and prices of non-ferrous metals such as copper and tin rose by more than 20% year-on-year. Prices of epoxy resin and fiberglass, key raw materials for PCB boards, also continued. ①Currently, a few domestic manufacturers such as Focuslight Technologies and Tengjing Technology have achieved mass supply of Faraday rotators and associated magneto-optical crystals, accelerating the localization substitution. For distributors, telecom contractors, ISPs, and data center integrators, understanding the. Factor category Specific factor impact overview Related instructions Supply and demand: Exploding demand for AI computing power is driving data center expansion, and 800G/1.
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