AI compute infrastructure demand has triggered a new round of optical‑fiber
price increases, lifting prices for high‑purity quartz sand used in fiber
production. High‑end 6N‑grade and above quartz sand is particularly tight, with
mainstream market quotes for fiber‑use high‑purity sand at 48,000–55,000
yuan/ton. High‑purity quartz sand is used across preform manufacture and fiber
drawing and in fiber‑grade quartz tubes and furnace components. The demand boost
mainly benefits firms with 6N‑level production capability; downstream processing
adheres to market pricing and remains sensitive to cost, supply and broader
market conditions. Domestic self‑sufficiency for 6N+ material is low, keeping
near‑term supply tight.