Germanium Prices Surge 83% in Six Months to 25,000 Yuan/kg Amid AI Infrastructure-Driven Fiber Demand

According to optical fiber preform manufacturers, germanium ingot prices climbed to 25,000 yuan per kilogram as of June 18, a surge of over 83% since the end of 2025. The rally is primarily driven by surging demand for optical fiber in AI computing infrastructure. Germanium serves as a critical dopant material in optical fiber preform cores, enhancing transmission performance. Manufacturers note that while germanium represents a small portion of raw material costs, its irreplaceability and supply concentration create pronounced supply-demand mismatches.
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