The optical communication sector in the US stock market extended its gains from yesterday, with AAOI and COHR surging over 5%.

According to BIT (bit.com) market data, the U.S. optical communications sector extended its gains from yesterday, with the following performances: Pure Photonics ETF (FOTO) rose 2.2%; Corning (GLW) gained 0.52%; Marvell Technology (MRVL) increased 0.5%; AAOI (Applied Optoelectronics) climbed 5.1% — a manufacturer of 800G/1.6T high-speed optical modules focused on AI data center transceivers; LITE (Lumentum Holdings) rose 2.56%, a core supplier of optical communications lasers and modules and a key player in AI data centers; COHR (Coherent Corp) gained 5.86%, a leader in lasers, optical components and photonics solutions covering data center and industrial sectors; CIEN (Ciena Corporation) climbed 2.49%, which produces high-speed SerDes and connectivity chips and focuses on low-power interconnections for AI data centers. Yesterday’s development: The Trump administration is drafting a ban on imports of new Chinese data center components, and the U.S. Federal Communications Commission (FCC) plans to impose import restrictions on Chinese optical transceivers (used for high-speed fiber data transmission in data centers), aiming to announce and take effect within this year. A U.S. ban on new Chinese data center equipment imports could raise costs for U.S. cloud computing firms including Amazon Web Services (AWS, AMZN.O), forcing them to switch to alternative suppliers such as U.S.-based Coherent (COHR.N) and Lumentum (LITE.O).