Optical Communication Stocks Extend Gains as Google Conference Nears and Global Fiber Price Surge Continues

Stock News10:40

Optical communication stocks continued their recent upward trend. At the time of writing, TIME INTERCON (01729) rose 8.83% to HK$19.48. YOFC (06869) increased by 4.98% to HK$236. CIG (06166) gained 1.97% to HK$82.85, while FIT HON TENG (06088) was up 1.11% to HK$8.17.

The upcoming Google Cloud Next '26 conference, scheduled for April 22-24 in Las Vegas, Nevada, is a key market focus. The event will center on enterprise AI, cloud innovation, and agent-based AI. According to an open-source securities research report, the conference may unveil a new-generation TPU architecture, reveal practical applications of memory pooling and Optical Circuit Switch (OCS) technology, and detail the rollout schedule for the new architecture. This conference is viewed as a potential starting point for a new technological direction from Alphabet, which could further expand the demand for OCS solutions.

Data from the UK Commodities Research Institute indicates that global optical fiber and cable demand is projected to grow by 4.1% year-on-year in 2025, with demand for data center fiber and cable surging 75.9% year-on-year. Global fiber demand is forecasted to reach 880 million core kilometers by 2027.

On the pricing front, the spot price for Chinese G652.D bare fiber reached 83.40 yuan per core kilometer in March 2026, marking a cumulative increase of over 400% since May 2025. Prices for similar products in the European market also rose 136% month-on-month from January and 159% year-on-year. The trend of rising fiber optic prices has now spread globally, with the supply-demand gap expected to widen to 15% during the 2026-2027 period.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1178086452?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-09 10:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1178086452","market":"other","top_or_hot":-1,"title":"Optical Communication Stocks Extend Gains as Google Conference Nears and Global Fiber Price Surge Continues","media":"Stock News","content":"<p>Optical communication stocks continued their recent upward trend. At the time of writing, TIME INTERCON (01729) rose 8.83% to HK$19.48. YOFC (06869) increased by 4.98% to HK$236. CIG (06166) gained 1.97% to HK$82.85, while FIT HON TENG (06088) was up 1.11% to HK$8.17.</p>\n<p>The upcoming Google Cloud Next '26 conference, scheduled for April 22-24 in Las Vegas, Nevada, is a key market focus. The event will center on enterprise AI, cloud innovation, and agent-based AI. According to an open-source securities research report, the conference may unveil a new-generation TPU architecture, reveal practical applications of memory pooling and Optical Circuit Switch (OCS) technology, and detail the rollout schedule for the new architecture. This conference is viewed as a potential starting point for a new technological direction from Alphabet, which could further expand the demand for OCS solutions.</p>\n<p>Data from the UK Commodities Research Institute indicates that global optical fiber and cable demand is projected to grow by 4.1% year-on-year in 2025, with demand for data center fiber and cable surging 75.9% year-on-year. Global fiber demand is forecasted to reach 880 million core kilometers by 2027.</p>\n<p>On the pricing front, the spot price for Chinese G652.D bare fiber reached 83.40 yuan per core kilometer in March 2026, marking a cumulative increase of over 400% since May 2025. Prices for similar products in the European market also rose 136% month-on-month from January and 159% year-on-year. The trend of rising fiber optic prices has now spread globally, with the supply-demand gap expected to widen to 15% during the 2026-2027 period.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Optical Communication Stocks Extend Gains as Google Conference Nears and Global Fiber Price Surge Continues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOptical Communication Stocks Extend Gains as Google Conference Nears and Global Fiber Price Surge Continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-04-09 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Optical communication stocks continued their recent upward trend. At the time of writing, TIME INTERCON (01729) rose 8.83% to HK$19.48. YOFC (06869) increased by 4.98% to HK$236. CIG (06166) gained 1.97% to HK$82.85, while FIT HON TENG (06088) was up 1.11% to HK$8.17.</p>\n<p>The upcoming Google Cloud Next '26 conference, scheduled for April 22-24 in Las Vegas, Nevada, is a key market focus. The event will center on enterprise AI, cloud innovation, and agent-based AI. According to an open-source securities research report, the conference may unveil a new-generation TPU architecture, reveal practical applications of memory pooling and Optical Circuit Switch (OCS) technology, and detail the rollout schedule for the new architecture. This conference is viewed as a potential starting point for a new technological direction from Alphabet, which could further expand the demand for OCS solutions.</p>\n<p>Data from the UK Commodities Research Institute indicates that global optical fiber and cable demand is projected to grow by 4.1% year-on-year in 2025, with demand for data center fiber and cable surging 75.9% year-on-year. Global fiber demand is forecasted to reach 880 million core kilometers by 2027.</p>\n<p>On the pricing front, the spot price for Chinese G652.D bare fiber reached 83.40 yuan per core kilometer in March 2026, marking a cumulative increase of over 400% since May 2025. Prices for similar products in the European market also rose 136% month-on-month from January and 159% year-on-year. The trend of rising fiber optic prices has now spread globally, with the supply-demand gap expected to widen to 15% during the 2026-2027 period.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"","article_id":"1178086452","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1178086452","pubTimestamp":1775702415,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Optical communication stocks continued their recent upward trend. At the time of writing, TIME INTERCON (01729) rose 8.83% to HK$19.48. YOFC (06869) increased by 4.98% to HK$236. CIG (06166) gained...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"谷歌大会临近，全球光纤价格持续飙升，光通信股延续涨势","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b9fa73111e1bcab315ff2bcb1a194656","symbols_score_info":{"601869":1,"603083":1,"NVDA":1,"AMZN":1,"USJW.SI":1,"TSLA":1,"06869":1,"GGLS":1,"01729":1,"GOOW":1,"MSFT":1,"META":1,"GOU":1,"GOOY":1,"GOOX":1,"GOOGL":1,"GOOP":1,"GGLL":1,"AAPL":1,"06088":1,"06166":1},"content_text":"Optical communication stocks continued their recent upward trend. At the time of writing, TIME INTERCON (01729) rose 8.83% to HK$19.48. YOFC (06869) increased by 4.98% to HK$236. CIG (06166) gained 1.97% to HK$82.85, while FIT HON TENG (06088) was up 1.11% to HK$8.17.\nThe upcoming Google Cloud Next '26 conference, scheduled for April 22-24 in Las Vegas, Nevada, is a key market focus. The event will center on enterprise AI, cloud innovation, and agent-based AI. According to an open-source securities research report, the conference may unveil a new-generation TPU architecture, reveal practical applications of memory pooling and Optical Circuit Switch (OCS) technology, and detail the rollout schedule for the new architecture. This conference is viewed as a potential starting point for a new technological direction from Alphabet, which could further expand the demand for OCS solutions.\nData from the UK Commodities Research Institute indicates that global optical fiber and cable demand is projected to grow by 4.1% year-on-year in 2025, with demand for data center fiber and cable surging 75.9% year-on-year. Global fiber demand is forecasted to reach 880 million core kilometers by 2027.\nOn the pricing front, the spot price for Chinese G652.D bare fiber reached 83.40 yuan per core kilometer in March 2026, marking a cumulative increase of over 400% since May 2025. Prices for similar products in the European market also rose 136% month-on-month from January and 159% year-on-year. The trend of rising fiber optic prices has now spread globally, with the supply-demand gap expected to widen to 15% during the 2026-2027 period.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1178086452","isCrawlerRequest":true}