U.S. Plans to Ban New Chinese Data Center Components; AAOI Surges 18%

According to ME News, on August 4 (UTC+8), Reuters, citing informed sources, reported that the Trump administration is drafting a ban on the import of new Chinese data center components. The U.S. Federal Communications Commission (FCC) plans to impose import restrictions on Chinese optical transceivers—used for high-speed data transmission in data center fiber optics—and aims to announce and implement the measure before the end of this year. Neither the White House nor the FCC has responded to requests for comment. In response, according to BIT (bit.com) market data, pre-market trading in the optical communications sector saw further gains, including: - Pure Photonics ETF FOTO: up 8.08% - Corning (GLW): up 8.10% - Marvell Technology (MRVL): up 7.64% - AAOI (Applied Optoelectronics): up 18.1%, a manufacturer of high-speed optical modules (800G/1.6T) specializing in AI data center transceivers - LITE (Lumentum Holdings): up 11.57%, a key supplier of optical communication lasers and modules, serving major AI data center vendors - COHR (Coherent Corp): up 14.01%, a leader in lasers, optical components, and photonic solutions, serving both data center and industrial markets - CIEN (Ciena Corporation): up 8.96%, producing high-speed SerDes and connectivity chips focused on low-power interconnects for AI data centers. (Source: BlockBeats)