Trump Admin Drafts Ban on Chinese Data Center Optical Transceiver Imports

US FCC develops measures to prohibit new Chinese optical transceivers. InnoLight, holding 27% global market share, faces impact; US firms Coherent and Lumentum may gain.

Woofun AI reports that the Trump administration is drafting a ban to restrict U.S. imports of new data center components manufactured in China. The Federal Communications Commission is developing measures to prohibit the import of new Chinese optical transceivers, which transmit high-speed data over fiber optics within data centers.

InnoLight, a major global supplier accounting for approximately 27% of the market, could be affected by these regulations. U.S. optical communications companies Coherent and Lumentum may benefit, while cloud providers like AWS may need to increase procurement from non-Chinese suppliers.