AI boom triggers "optical fiber shortage"! Supply tightness may last until 2028; Corning, Verizon, and Coherent in market focus

Zhitong Finance APP has learned that shares of Corning Incorporated (GLW.US) and Verizon Communications Inc. (VZ.US) drew market attention on Monday. This followed a forecast by research firm TrendForce that rising demand for artificial intelligence infrastructure will lead to a global optical fiber supply gap of 180 million fiber kilometers in 2026.