CITIC Securities: AI+Drones Drive Fiber Optic Industry Chain, Materials End Expected to Enjoy the Great Trend of Both Volume and Price Increases
CITIC Securities has released a research report indicating that the increasing demand for AI model training and drone expansion is significantly boosting the fiber optic industry. The report highlights a shift in data center network architecture towards a spine-leaf design, which requires more fiber optics per GPU. This, coupled with the rapid growth of drone deployment, is expected to drive both the volume and price of upstream fiber optic materials like silicon tetrachloride and organic silicon D4. AI
IMPACT Increased demand for AI infrastructure is driving growth in the fiber optics sector, impacting material suppliers.