TSE:5803Electrical
Did Fujikura’s ¥300 Billion AI Fiber Bet Just Rewire Its (TSE:5803) Investment Narrative?
Fujikura recently approved a policy to invest up to ¥300.00 billion to roughly triple optical fiber and SWR®/WTC® cable capacity in Japan and the US, supporting AI data center infrastructure under a Japan–US memorandum and a framework agreement with the US Department of Commerce.
Alongside this capacity build-out, Fujikura’s role in US Conec’s expanded-beam MMC VSFF platform signals a deeper integration into the high-density optical connectivity ecosystem underpinning AI networks.
We’ll now...