Daehan Optical Communication, a specialized optical communication cable company, is accelerating its push into the U.S. artificial intelligence (AI) data center market.

On the 16th, Daehan Optical Communication announced that it has signed a second supply contract for '864-fiber ultra-high fiber count optical cables' for U.S. hyperscale AI data centers.

■ Three Times the Size of the First Order... Delivered Through Local Subsidiary The value of this second contract is 23.68 million USD, approximately 35.5 billion won. This follows the first supply contract worth 3.78 million USD (approx. 5.6 billion won) signed in February.

The company analyzed that the increase in demand for optical communication network construction, driven by the expansion of AI data center infrastructure, has led to consecutive additional orders. The supply volume will be delivered through Daehan Optical Communication's U.S. local subsidiary, 'TFO America (TAIHAN FIBEROPTICS AMERICA INC).' The company's strategy is to strengthen its competitiveness in the North American market by actively utilizing its local production and supply system.

■ Surge in Demand for 'High-Spec Optical Cables' in Line with the Spread of AI Infrastructure The 864-fiber ultra-high fiber count optical cable is evaluated by the industry as a high-performance product suitable for AI data center environments where large-scale data transmission is essential. Recently, as global data center investments have grown due to the spread of generative AI and the expansion of cloud services, demand for high-performance optical communication infrastructure is also increasing rapidly.

Riding on this positive news, Daehan Optical Communication drew keen investor interest in the stock market on this day, trading in the 19,300 won range, up 400 won (2.11%) from the previous trading day.

The market assesses that this additional order will serve as an opportunity to expand the company's foothold in the North American AI data center market and increase the likelihood of future contract successes. Industry officials predict that as data processing volume surges with the growth of the AI industry, demand for high-spec optical cables will steadily increase. Accordingly, whether Daehan Optical Communication can expand its orders in the U.S. market is drawing attention as a key variable for future performance improvement.

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