---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000833842.md"
description: "AI suppliers just surged. Now a proposed U.S. ban on Chinese optical modules adds a policy shock to the $1 trillion trade.CoreWeave, AAOI, AXT and Nebius rose 11%–19%, but Goldman said the buying was driven almost entirely by short covering. Reuters now reports that Washington is drafting a ban on new Chinese optical transceivers for data centers, putting Innolight under pressure and forcing a rethink of U.S. suppliers and cloud costs.As of 6:04 PM Beijing time, AXTI was up 6.74% pre-market and AAOI 5.16%. Tonight brings AMD and SpaceX earnings; SNDK, WDC and AAOI follow this week, alongside U.S. payrolls and China CPI.Related stocks: $Coreweave(CRWV.US)$Applied Optoelectronics(AAOI.US)$AXT(AXTI.US)$Nebius(NBIS.US)$Coherent Corp.(COHR.US)$Lumentum(LITE.US)$Amazon(AMZN.US)$Micron Tech(MU.US)$Microsoft(MSFT.US)$Sandisk(SNDK.US)$Western Digital(WDC.US)$AMD(AMD.US)"
datetime: "2026-08-04T11:01:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000833842.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000833842.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000833842.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# AI suppliers just surged. Now a proposed U.S. ban …


### Related Stocks

- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
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- [AXTI.US](https://longbridge.com/en/quote/AXTI.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)

## Comments (2)

- **venividivibe · 2026-08-04T11:16:25.000Z**: It would be nice if the US didn’t have to rely on China for manufacturing. It’s good to have dream goals.
  - **Noob at stock** (2026-08-05T00:25:11.000Z): truth, if china stop supply.every countries doomso manufacturing must held on your own hands


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**