TREND · Fiber Optic/Optical Communication QHD-TREND-2026-0313 2026.03.13

In-Depth Analysis Before OFC 2026 Opening — AI-Triggered Fiber Optic Supercycle

OFC 2026 (3/15-19) Exhibition Completely Sold Out, NVIDIA Keynote Speech, 800G→1.6T Transition — Unprecedented Explosion of Fiber Optic Demand Created by AI Data Centers

Rating OW
Condition Conditional
Mason Lee & Auto Desk 9-Agent Pipeline OFC Week Special
Hyperscaler Capex
$660-690B
+36% YoY
Futurum 2026
Fiber Optic Price (G.652.D)
+75%
20→35 CNY/km
OYii 2026.01
800G+ Transceiver Shipments
63 million
2.6x YoY
TrendForce 2026.02
OFC Exhibitors
700+
Sold Out
OFC Official 2026.03
Section 01
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