Resonant demand for computing power optical fibers drives up the boom in high-purity silicon tetrachloride

High-purity silicon tetrachloride is mainly used downstream in the production of optical fiber preforms and synthetic quartz glass. It is understood that, benefiting from the global boom in optical fiber, high-purity silicon tetrachloride has also entered a price increase cycle caused by simultaneous shortages. According to an industry insider, most of the current high-purity silicon tetrachloride sales in the market are based on long-term contract locked-in pricing models. Since last year, long-term contract prices have seen a substantial increase. By the end of 2025, the long-term contract reference price for 9N-grade high-purity silicon tetrachloride used in optical fibers is about 25,000 CNY/ton, while in the first quarter of this year the corresponding long-term contract reference price rose to around 45,000 CNY/ton, representing a phased price increase of approximately 80%.