LightCounting's August 2026 report reveals severe shortages of Indium Phosphide laser chips and EML components are bottlenecking optical transceiver supply, with demand outstripping supply by roughly …
The U.S. Federal Communications Commission is drafting a restriction on imports of new Chinese-made optical transceivers used in AI data centers, according to four people familiar with the matter cite…
The Trump administration is drafting a ban on U.S. imports of Chinese-made optical transceivers, a critical component in data centers powering AI, according to Reuters. The Federal Communications Comm…
Innolight (中际旭创, 300308), the world's largest optical module maker and supplier to Microsoft, Google, Amazon, Meta, and Nvidia, crashed 15.97% in a single day last Tuesday, driven by arbitrage mechani…