P Equity Research 📰(@pequityresearch):UBS forecasts that global optical fiber demand will grow at a CAGR of approximately 11% from 2026 to 2030, with data center demand growing at a high CAGR of 37%, while telecommunications demand will grow at only 5%. The share of data centers in global optical fiber demand is expected to rise from slightly over 10% in 2025 to more than 45% by 2030. Industry capacity utilization will remain above 90%, with tight supply-demand conditions persisting at least through 2027

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P Equity Research 📰@pequityresearch

2026.09.24 04:08

UBS forecasts that global optical fiber demand will grow at a CAGR of approximately 11% from 2026 to 2030, with data center demand growing at a high CAGR of 37%, while telecommunications demand will grow at only 5%. The share of data centers in global optical fiber demand is expected to rise from slightly over 10% in 2025 to more than 45% by 2030. Industry capacity utilization will remain above 90%, with tight supply-demand conditions persisting at least through 2027–2028. $GLW

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