How Nvidia’s Corning pact shines light on China’s dominant role in global fibre supply

May 8, 2026 · 1 min read · South China Morning Post Tech

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Rising fibre prices and surging output cement China’s role as the backbone of global optical connectivity for AI

“The global optical fibre and cable market had entered a period of both rising volumes and prices since the fourth quarter of 2025,” said Wang Xing, analyst at Huatai Securities, adding that China remained at the centre of global supply with its closed-loop indus

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