The FCC is drafting a ban on Chinese transceivers, a move that matters given China controls over 50% of global supply, directly elevating AAOI and COHR as US manufacturing alternatives.
LITE's revenue surged 90% to $808 million as a hyperscaler pure-play, while CRDO offers a contrarian copper-substitute payoff if optical shortages deepen.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Coherent didn't make the cut. Grab the names FREE today.
China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If Washington chokes off the biggest supplier while hyperscalers are already fighting over every unit, the small handful of US-listed optical names left standing get to write their own ticket. Here are the five directly in the blast radius.
Start with the name most portfolios don't own. Applied Optoelectronics (NASDAQ:AAOI) is a Sugar Land, Texas transceiver maker that has spent the past year rebuilding capacity on American soil, precisely the profile the Trump administration would elevate if a ban lands. CEO Thompson Lin has already told investors the company is "well positioned to become the premier high-volume U.S. producer of AI-focused data center transceivers and optics."
#chinese #drafting #move
LITE's revenue surged 90% to $808 million as a hyperscaler pure-play, while CRDO offers a contrarian copper-substitute payoff if optical shortages deepen.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Coherent didn't make the cut. Grab the names FREE today.
China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If Washington chokes off the biggest supplier while hyperscalers are already fighting over every unit, the small handful of US-listed optical names left standing get to write their own ticket. Here are the five directly in the blast radius.
Start with the name most portfolios don't own. Applied Optoelectronics (NASDAQ:AAOI) is a Sugar Land, Texas transceiver maker that has spent the past year rebuilding capacity on American soil, precisely the profile the Trump administration would elevate if a ban lands. CEO Thompson Lin has already told investors the company is "well positioned to become the premier high-volume U.S. producer of AI-focused data center transceivers and optics."
#chinese #drafting #move
2 months ago
