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CITIC Securities research report stated that with the increasing demand for interconnection of data centers driven by AI, the fiber optic industry is accelerating its evolution. Overseas giants such as Microsoft are accelerating their layout in hollow-core optical fiber, and are optimistic about its technological standardization driving the continuous landing of large-scale applications. In addition, combining with Corning's financial report data for the second quarter of 2025, the rapid growth in demand for optical communication interconnection in data centers is promising for the long-term "optical replacing copper" trend, with the possibility of accelerated volume increase in multimode optical fiber.
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