US optical communications stocks extended their advance on August 5, according to BIT (bit.com) market data, as sector names pushed higher. Applied Optoelectronics (AAOI), a maker of 800G/1.6T high-speed optical modules focused on AI data center transceivers, rose 5.1%, while Coherent Corp (COHR), a leader in lasers, optical components and photonics solutions for data centers and industry, gained 5.86%. The Pure Photonics ETF (FOTO) added 2.2%, Corning (GLW) rose 0.52%, Marvell Technology (MRVL) gained 0.5%, Lumentum Holdings (LITE) advanced 2.56%, and Ciena Corporation (CIEN), which makes high-speed SerDes and connectivity chips for low-power AI data center interconnect, was up 2.49%. The move follows news that the Trump administration is drafting a ban on imports of new Chinese data center components, while the FCC plans restrictions on Chinese optical transceivers used for high-speed fiber data transmission in data centers, aiming to publish the rules this year. If the US blocks Chinese data center equipment imports, costs could rise for American cloud providers such as Amazon Web Services (AWS, AMZN.O), forcing them to seek alternative suppliers including US-based Coherent (COHR.N) and Lumentum (LITE.O).
US optical communications stocks extended their gains on August 5, according to market data from BIT (bit.com), as multiple names in the sector pushed higher.
The Pure Photonics ETF (FOTO) rose 2.2%, Corning (GLW) gained 0.52%, and Marvell Technology (MRVL) added 0.5%.
Individual stocks saw sharper moves. Applied Optoelectronics (AAOI) rose 5.1%; the company makes 800G/1.6T high-speed optical modules and focuses on AI data center transceivers. Lumentum Holdings (LITE) advanced 2.56%; it is a core supplier of optical communication lasers and optical modules, and a major player in AI data center infrastructure. Coherent Corp (COHR) climbed 5.86%; it is a leader in lasers, optical components and photonics solutions, spanning data center and industrial markets. Ciena Corporation (CIEN) was up 2.49%; it produces high-speed SerDes and connectivity chips built for low-power interconnect in AI data centers.
The rally follows news that the Trump administration is drafting a ban on imports of new Chinese data center components. The Federal Communications Commission (FCC) plans to restrict Chinese optical transceivers, which enable high-speed fiber data transmission in data centers, and hopes to publish and enact the rules this year.
If US import restrictions take effect, costs could rise for American cloud computing companies such as Amazon Web Services (AWS, AMZN.O), pushing them toward alternative suppliers, including US-based Coherent (COHR.N) and Lumentum (LITE.O).
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