Driven by AI compute buildouts, Chinese fiber-optic cable makers say order books
are full. Production has been at full capacity since Q4 2025 and scheduled
orders now run into 2027. Jiangsu Hengtong Fiber Technology Co. reported Q1
output up 35% YoY and overseas shipments up 55%; exports are concentrated in
North America and Southeast Asia. The main bottleneck for further capacity
expansion is optical preforms; leading domestic firms are accelerating in‑house
R&D and form capacity expansion.