Huo Xing Finance reports that on August 5, according to BIT (bit.com) market data, the U.S. optical communications sector continued its upward momentum from yesterday: - Pure Photonics ETF FOTO rose 2.2%; - Corning (GLW) increased 0.52%; - Marvell Technology (MRVL) gained 0.5%; - AAOI (Applied Optoelectronics) surged 5.1%; the company is a manufacturer of high-speed optical transceivers (800G/1.6T) focused on AI data center transceivers; - LITE (Lumentum Holdings) rose 2.56%; the company is a core supplier of optical communication lasers and modules, serving major AI data center providers; - COHR (Coherent Corp) climbed 5.86%; the company is a leader in lasers, optical components, and photonic solutions, serving both data center and industrial markets; - CIEN (Ciena Corporation) advanced 2.49%; the company produces high-speed SerDes and connectivity chips, specializing in low-power interconnect solutions for AI data centers. Yesterday’s news indicated that the Trump administration is drafting a ban on importing China’s new data center components. The U.S. Federal Communications Commission (FCC) plans to impose import restrictions on Chinese optical transceivers—used for high-speed fiber-optic data transmission in data centers—and aims to announce and implement the measures before the end of this year. If the U.S. prohibits imports of China’s new data center equipment, it could increase costs for U.S. cloud computing companies such as Amazon Web Services (AWS) AMZN.O, compelling them to shift to alternative suppliers like Coherent COHR.N and Lumentum LITE.O, both headquartered in the United States.
U.S. optical communication stocks continue to rally, with AAOI and COHR up over 5%.
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Summary
The U.S. optical communications sector experienced a market rally on August 5, 2026, with AAOI and COHR rising over 5%. FOTO increased 2.2%, GLW gained 0.52%, MRVL rose 0.5%, LITE climbed 2.56%, and CIEN rose 2.49%. On-chain data indicates growing demand for domestic components as the Trump administration drafts a ban on Chinese data center imports. The FCC is also considering restrictions on Chinese optical transceivers, which could redirect orders to U.S. suppliers such as Coherent and Lumentum.
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