Taihan Fiberoptics saw its stock close lower despite signing an additional supply contract for ultra-high fiber count optical cables destined for a U.S. hyperscale AI data center.

Taihan Fiberoptics announced on the 16th that it had signed a second contract to supply 864-fiber (Ultra-High Fiber Count) optical cables to a U.S. hyperscale AI data center. The contract is valued at USD 23.68 million (approximately KRW 35.5 billion), following an initial supply contract worth USD 3.78 million (approximately KRW 560 million) signed in February. As a result, the cumulative order value for the hyperscale data center has expanded to a total of USD 27.44 million (approximately KRW 41.1 billion).

The supply will be carried out through TFO America (TAIHAN FIBEROPTICS AMERICA INC.), its local U.S. subsidiary, with all 864-fiber optical cables to be manufactured at its domestic production base and delivered. The supply period runs from July of this year through the end of 2027.

The 864-fiber optical cable is regarded as a core product for ultra-high-capacity communication networks required to build large-scale AI data centers and cloud infrastructure. As the proliferation of AI services and the expansion of data centers continue, demand for high-fiber-count optical cables is also trending rapidly upward.

The market evaluates this order as a demonstration of Taihan Fiberoptics' competitiveness in the North American market and its potential to benefit from AI infrastructure-related growth. In particular, attention is focused on the possibility of additional orders as U.S. Big Tech companies continue to expand their investments in AI data centers.

However, in the stock market that day, profit-taking sell orders emerged, leading to a weak stock price. Taihan Fiberoptics closed trading at KRW 18,260, down from the previous trading day.

A securities industry official analyzed, "The large-scale order news itself is positive for mid- to long-term growth," while adding, "Given the significant recent stock price gains, short-term volatility driven by supply and demand dynamics may occur."