The U.S. plans to ban imports of new types of Chinese data center components, sparking a sharp rally in the U.S. optical communications sector, with AAOI surging more than 18%.
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Reuters, citing sources familiar with the matter, reports that the Trump administration is drafting a ban on imports 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 over data center fibers—and aims to announce and implement the measures within this year. The White House and FCC have not yet responded to requests for comment. Affected by this, according to market data from BIT (bit.com), pre-market trading in the U.S. optical communications sector has widened its gains, with: Pure Photonics ETF FOTO up 8.08%; Corning (GLW) up 8.10%; Marvell Technology (MRVL) up 7.64%; AAOI (Applied Optoelectronics) up 18.1% — the company manufactures high-speed optical modules (800G/1.6T) and focuses on AI data center transceivers; LITE (Lumentum Holdings) up 11.57% — a core supplier of optical communications lasers and optical modules, and a key player in AI data centers; COHR (Coherent Corp) up 14.01% — a leader in lasers, optical components, and photonics solutions, covering data center and industrial sectors; CIEN (Ciena Corporation) up 8.96% — which produces high-speed SerDes and connectivity chips, focusing on low-power interconnection for AI data centers.
Video game development giant EA will officially change ownership to the Saudi consortium.
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