Eoptolink

FCC

2026-09-11 11:39:15

FCC final rule stops short of directly targeting major Chinese optical module makers

The U.S. Federal Communications Commission has formally released its final rule on equipment authorization and communications supply chain security, with publication set for Sept. 11 and the measure taking effect 30 days later. The outcome was less severe than many in the market had feared: core Chinese companies in the optical communications supply chain, including Eoptolink, Innolight, Suzhou Dongshan Precision Manufacturing and TFC Communication, were not directly placed on an FCC restriction list. The report says the immediate threat of a blanket ban has not materialized, even after the FCC moved optical transceiver modules into the Cover List control scope on July 22 and a draft proposal surfaced on Aug. 4 suggesting a ban on imports of new Chinese optical transceiver models. Still, the broader contest over supply chain security remains in place. A second and arguably deeper shift is unfolding at the same time. Co-packaged optics, or CPO, is moving toward mass production, led by companies such as NVIDIA and Broadcom. The article argues that while geopolitical restrictions may pressure Chinese suppliers, the more serious long-term challenge lies in the transition from pluggable modules to integrated optical-electrical architectures, especially as overseas foundries have already built out their positions in silicon photonics manufacturing.

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WuBlockchain

2026-08-22 11:55:11

US AI-linked tech bond issuance hits $220 billion as credit spreads widen

WuBlockchain’s WhiteLine Daily said large US technology companies have issued about $220 billion in AI-related bonds so far this year through Aug. 10, up sharply from roughly $12.5 billion a year earlier. The report said big tech firms that had largely funded AI spending from internal cash flow are turning more heavily to debt markets to finance data centers and other infrastructure, and the added supply has started to push borrowing costs higher. Average spreads on tech corporate bonds have risen to 89 basis points, or 9 basis points above the broader US investment-grade market, according to the report. It added that some large new deals now need to offer higher yields to attract buyers. WhiteLine Daily’s takeaway was straightforward: AI capital expenditure has not run into a funding freeze, but money is getting more expensive. The report also highlighted other parts of the AI supply chain. Zayo expanded a long-term fiber supply agreement with Corning and plans to add about 24,000 kilometers of network by 2030, with more than 12,900 kilometers of long-haul fiber to be built with NVIDIA. In China, Eoptolink reported first-half revenue of 41.778 billion yuan and net profit attributable to shareholders of 13.651 billion yuan, while Yangtze Memory parent Changcun Holding saw its STAR Market IPO filing accepted, with a planned 33 billion yuan raise.

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Nvidia

2026-08-12 03:40:09

Zhongji Innolight and Eoptolink respond to Nvidia investment rumor

Market chatter has circulated around a possible Nvidia investment in two Chinese optical module companies, but both firms stopped short of confirming anything. The rumor said Nvidia planned to spend $2 billion on a strategic stake in Zhongji Innolight, with the money earmarked for next-generation optical module research, global capacity expansion, and construction of a new factory in Thailand. The same market talk also claimed Nvidia wanted to act as a cornerstone investor in Eoptolink’s Hong Kong IPO. On Aug. 12, a representative from Zhongji Innolight said the company was not aware of the rumor and that investors should refer to official company announcements. Eoptolink gave a similarly cautious response, saying it was not in a position to comment on the rumor and that any matters related to its H-share plans should be based on formal disclosures.

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Policy and Re

2026-08-11 06:54:08

Citi says proposed U.S. curbs on Chinese optical modules have not advanced beyond the idea stage

Citi said in an Aug. 9 research note that the reported U.S. move to block Chinese optical modules from the American market has not yet become an effective ban under existing Federal Communications Commission rules. Reviewing FCC Order 26-50, the bank said optical modules do not appear on any active restricted list. They are mentioned only once in an example tied to hardware and software bill-of-materials disclosure, not in the ban section. The bank outlined three possible regulatory routes: restrictions tied to specific manufacturers, restrictions based on all foreign production locations, and a narrower origin-based approach aimed only at products made in China. Citi judged the manufacturer-based route the least likely and said origin-based restrictions are more plausible, though near-term enforcement remains unlikely. Its main argument is supply. Citi estimated Chinese suppliers account for 60% to 70% of high-speed optical modules used by U.S. hyperscalers. Non-Chinese suppliers, in its view, cannot close that gap in the short run, while domestic U.S. production lines still need time to ramp. The report also singled out Eoptolink and DSBJ as the most exposed among the companies discussed, while Tianfu Communication was described as relatively insulated because it supplies passive components that do not fall within the current restricted-list framework.

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optical modul

2026-08-05 11:43:08

US plan to restrict Chinese optical modules puts a key AI supply chain under pressure

Reports carried by Chinese media citing overseas outlets said the US Federal Communications Commission is drafting a rule that could ban imports of new Chinese optical transceiver modules, with officials reportedly aiming to publish and enforce the measure in 2026, while still leaving room for revisions or a delay. The report immediately rippled through equity markets: US optical-module names strengthened at one point, while major A-share suppliers opened lower before trimming losses, with Tianfu Communication ending higher. Industry data cited in the report points to a deeper issue for any forced separation. LightCounting said Chinese vendors now account for more than 60% of the global optical module market and hold an even larger share in 800G and 1.6T segments. Demand from Meta, Google, Microsoft, Amazon and Nvidia alone is described as running into tens of millions of high-speed modules, while US domestic output remains far below that level. Revenue disclosures from Chinese manufacturers also show a heavy concentration of overseas, especially US, customers, highlighting the mutual dependence built into the current supply chain.

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United States

2026-08-05 01:01:23

US weighs ban on Chinese optical transceivers for data centers as AI supply chain scrutiny expands

The US government is drafting a new restriction that would bar imports of China-made next-generation optical transceivers used in data centers, according to a report cited by BlockBeats on Aug. 5. People familiar with the matter said the Federal Communications Commission is preparing the measure, with US officials aiming to announce and implement it during 2026. The proposal is still under discussion and could yet be revised or shelved. Optical transceivers are a core component within optical modules, converting electrical and optical signals and supporting high-speed data transmission in AI data centers. The report said a ban, if adopted, could ripple through the global optical module supply chain. It flagged Eoptolink as one of the companies that could come under pressure. Counterpoint Research data cited in the report shows Eoptolink holds about 27% of the global data-center optical transceiver module market. The report also said a previous study by the Information Technology and Innovation Foundation found US suppliers Coherent and Lumentum lack enough capacity to fully replace Chinese vendors. It added that the measure could raise costs for US cloud companies, with Amazon and other large cloud providers potentially needing to shift procurement to domestic suppliers as they expand AI data center infrastructure.

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Policy Regula

2026-08-05 00:15:34

US moves toward curbs on Chinese optical transceivers as Taiwan suppliers draw attention

The Trump administration is working through the US Federal Communications Commission on a proposed ban targeting newly made optical transceivers from China, according to Reuters. The measure is framed as a national security step meant to guard against malware insertion, data theft, and network disruption risks tied to equipment used in AI infrastructure and data centers. Reuters said the FCC is considering adding the products to its Covered List, extending recent US restrictions that had already touched drones, inverters, and humanoid robots. The report put pressure on Chinese suppliers that hold a large share of the global data-center optical module market, including Zhongji Innolight and Eoptolink. Zhongji Innolight’s global market share was cited at about 27%. China’s embassy in Washington responded by urging the US to stop what it called baseless accusations and warned that it would take necessary countermeasures if Chinese interests were harmed. US optical and networking names rallied after the report. In Tuesday trading, Lumentum rose nearly 9%, Coherent jumped 12%, and Applied Optoelectronics gained more than 19%. The market reaction reflected expectations that large US cloud providers such as Amazon AWS, Microsoft, Google, and Meta may need to accelerate a shift toward non-Chinese or US-aligned suppliers. The report also pointed to Taiwan-based Enablence Technologies and LuxNet as companies that could benefit if orders are redirected.

1900

Trump adminis

2026-08-04 11:17:34

Reuters: Trump administration drafts ban on new Chinese data center optical module imports

The Trump administration is drafting a rule that would block U.S. imports of new Chinese-made optical modules used in data centers, according to Reuters, which cited four people familiar with the matter. The measure is being prepared by the Federal Communications Commission and would cover new module models that transmit data through fiber-optic cables inside data centers. Officials want the ban published and put into effect within this year. Reuters said the proposal is meant to prevent Chinese companies from stealing data, inserting malware, or disrupting U.S. data center services. The draft could hit Eoptolink most directly. The report said the company holds a leading 27% share of the global data center optical module market and was added to the Pentagon’s list of Chinese military-linked companies in June this year. U.S. cloud providers including Amazon Web Services may have to shift to alternative suppliers such as Coherent and Lumentum, which could raise costs. China’s embassy in Washington said it would take all necessary measures in response to any action that harms Chinese interests. The draft can still be revised or shelved.

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