A media report said the U.S. is drafting a ban on imports of new Chinese
data‑center components to protect AI infrastructure. Industry sources say a
strict ban on Chinese optical modules is unlikely: seven of the world’s top 10
optical‑module vendors are Chinese and Chinese firms account for roughly 70% of
800G and 1.6T high‑speed module shipments, while U.S. suppliers lack comparable
capacity and technology. Major U.S. cloud providers are accelerating AI
infrastructure builds, and inability to source Chinese modules would slow
deployments. Market participants note similar reports have circulated previously
and say that even if the measure were enacted, impacts have historically been
manageable.
