[E-Daily Reporter Hyera Lee ] Daehan Optical Communications ( TAIHAN Fiberoptics Co.,LTD(010170)) announced on the 22nd that its order backlog for optical fiber cables, secured through its U.S. subsidiaries “TFOA” (TAIHAN FIBEROPTICS AMERICA INC) and “Incap America LLC,” has surpassed $73.54 million (approximately 110.3 billion won).

These orders primarily consist of high-capacity optical cables—essential for the construction of hyperscale artificial intelligence (AI) data centers by major U.S. tech companies—and a product line of power optical cables supplied to the North American power grid.
The U.S. optical cable market is experiencing a severe supply shortage due to a surge in investment in AI data centers. As the U.S. government has begun full-scale implementation of the “Broadband Expansion and Access to Digital (BEAD) Program”—a $42.5 billion (approximately 55 trillion won) project to build high-speed internet networks as part of the Infrastructure Investment and Jobs Act (IIJA)—the procurement crisis for telecommunications infrastructure materials is intensifying. In particular, the “BABA regulations,” which mandate the use of U.S.-made materials for all components, are being strictly enforced.
TAIHAN Fiberoptics Co.,LTD has proactively established a local production base that complies with the BABA regulations through its acquisition of Incap America. Building on this foundation, the company plans to actively participate in the 55 trillion won BEAD program.
TAIHAN Fiberoptics Co.,LTD recently strengthened its local network by recruiting executive-level experts from the North American utility industry. Centered on this team, the company is targeting major U.S. telecommunications carriers and large power utilities. Going forward, the company plans to accelerate its entry into the OSP (Outside Plant) business—which involves telecommunications infrastructure field installations—and secure additional orders.
A TAIHAN Fiberoptics Co.,LTD official stated, “By expanding our sales activities in the U.S. centered on our local production base and network of experts, we will enter the markets of major telecommunications carriers and large electric utilities and achieve sales growth.”