Research firm TrendForce says demand from AI data centers, cross‑data‑center interconnects and high‑capacity backbone builds will widen the global optical‑fiber supply gap to about 180 mln core‑km by 2026. The report warns supply tightness could push finished optical‑fiber spot prices up 2.8–5x or more YoY, and notes telecom vendors are shifting procurement from short‑term purchases to longer‑term contracts to lock in supply.

2026-10-19

Research firm TrendForce says demand from AI data centers, cross‑data‑center interconnects and high‑capacity backbone builds will widen the global optical‑fiber supply gap to about 180 mln core‑km by 2026. The report warns supply tightness could push finished optical‑fiber spot prices up 2.8–5x or more YoY, and notes telecom vendors are shifting procurement from short‑term purchases to longer‑term contracts to lock in supply.

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At the 2026 Financial Street Forum the National Financial Regulatory Administration said it will accelerate structural upgrades of China’s banking and insurance sectors, promoting specialization and complementary roles over uniform expansion. Regulators will develop a differentiated assessment and evaluation framework to steer institutions toward core functions and away from non‑core activities. Policy will encourage right‑sizing and quality upgrades of small‑ and mid‑sized institutions on a loc

2026-10-19

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