US optical component stocks surge on push to ban Chinese optical transceivers

1. 1US optical component stocks surged after a Reuters report that the Trump administration is drafting a ban on imports of new Chinese-made data center hardware into the US
2. 2The FCC is preparing regulations on new Chinese-made optical transceivers for AI data centers, with Applied Optoelectronics up 16%, Coherent up 13%, Lumentum up 11%, and Corning up 8%
3. 3Authorities hope to finalize and implement the rule this year, and the regulations could drive up costs for hyperscalers such as Amazon Web Services and prompt a shift to alternative suppliers

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