케이피에프, 자회사 부진에 실적 주춤…광케이블서 돌파구 모색

TMC's revenue decline reflects the compounding pressure of U.S. tariffs, delayed marine projects, and surging raw material costs in traditional cable markets. The company's strategic shift toward optical cables for AI data centers and telecom infrastructure reveals how tariff disruptions are accelerating structural changes in the industry, redirecting investment toward emerging tech infrastructure demand.