en.Wedoany.com Reported - On April 10, 2026, Lumentum CEO Michael Hurlston stated in an interview in Tokyo that the capital expenditures of US hyperscale cloud providers are massive and seemingly endless. The company is increasingly struggling to keep up with demand, and its entire 2028 production capacity is expected to be sold out in just two quarters. Hurlston further clarified that the term "sold out" refers to non-cancelable agreements, which makes the extension of the order coverage period directly significant for revenue certainty. On March 26, 2026, Lumentum announced plans to build a new 240,000-square-foot manufacturing facility in Greensboro, North Carolina, USA, to produce advanced indium phosphide-based optical devices, with mass production expected to begin in mid-2028. This facility will significantly increase Lumentum's manufacturing capacity using 6-inch indium phosphide wafers.
On April 9, 2026, Amazon CEO Andy Jassy released his annual letter to shareholders, disclosing that AWS's AI services have reached an annualized revenue exceeding $15 billion, and its in-house developed chip business has an annualized revenue of over $20 billion, achieving triple-digit year-over-year growth. Jassy reiterated that the 2026 capital expenditure is approximately $200 billion, an increase of nearly 60% compared to last year, with the vast majority directed towards AI infrastructure, including data centers, in-house chips, and network equipment. Jassy explicitly stated in the letter that the company has secured long-term customer commitments for a significant portion of this capital expenditure, including a collaboration with OpenAI valued at over $100 billion, with related investments expected to gradually materialize from 2027 to 2028.
According to statistics from China's General Administration of Customs, China exported 3,779.9 tons of optical fiber in February 2026, valued at 790 million RMB, representing year-on-year increases of 63.6% and 126.8%, respectively. Converted to length, this equates to approximately 25.2 million core-kilometers of fiber exported that month, accounting for about 65% of China's effective monthly optical fiber production. The significant increase in the export share indicates that procurement by domestic telecom operators has decreased substantially compared to the past, with overseas demand becoming the core driver pulling the optical fiber industry's upward trend. The construction of AIDCs, DCI interconnections, and drone demand form a triple resonance driving fiber demand.
Centralized procurement prices by various provincial branches of China Telecom continue to rise. In March 2026, Guangdong Telecom restarted its emergency demand framework procurement project for outdoor optical cables. The maximum unit price limit for GYTA-single-mode G.652D-24 core optical cables doubled from the previous 1,245 RMB per sheath-kilometer to 2,500 RMB per sheath-kilometer. The procurement results for Guangdong Telecom and Guangxi Telecom have been announced, with the winning bid price for G.652D-24 core optical cables ranging from 102.1 RMB to 103.5 RMB per core-kilometer. Within this, the fiber price is approximately 70 RMB per core-kilometer, representing an increase of over 250% compared to China Mobile's 2025 centralized procurement winning bid price. Regarding G.652D fiber prices, China Telecom's 2025 provincial branch procurement prices were around 28 to 35 RMB, rising to 37 RMB and 46 RMB in Xianyang and Tianjin respectively in February 2026. Based on industry feedback, the current ex-factory price for G.657A2 fiber remains stable.
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