Sept. 10 — Wind data: Wind Optical Fiber Index closed down 3.26% after reports that optical-fiber preform capacity is accelerating. Preforms, the main raw material for optical fiber and cable, have risen sharply YTD and recently, but industry sources say mid‑term prices are uncertain as new capacity scheduled to come online over the next two years will require market validation. FiberHome said it expects sustained data‑centre optical connectivity demand, is expanding high‑end capacity (multimode

Sept. 10 — Wind data: Wind Optical Fiber Index closed down 3.26% after reports that optical-fiber preform capacity is accelerating. Preforms, the main raw material for optical fiber and cable, have risen sharply YTD and recently, but industry sources say mid‑term prices are uncertain as new capacity scheduled to come online over the next two years will require market validation. FiberHome said it expects sustained data‑centre optical connectivity demand, is expanding high‑end capacity (multimode, specialty and hollow‑core fibers) and will use self‑funding to advance projects before proceeds from a planned directed share issuance are received. Firms note preform ramp-up still faces hurdles in technology, equipment procurement, approvals and talent. Yangtze Optical Fibre and Cable said traditional telco demand is flat and incremental volume is coming mainly from cloud service providers’ compute build-outs; see company filings for details.