EZconn eyes 2027 high-core fiber ramp as shortages persist

<p class="P1" data-start="3396" data-end="3826">EZconn said global fiber and optical cable supplies remain tight as AI data center demand overtakes demand from traditional telecom applications, pushing up raw material prices and boosting costs for optical passive components. The company expects the shortage to ease gradually from the second half of 2026 into 2027 as upstream suppliers add capacity, while it negotiates for larger allocations and longer-term supply contracts.