---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43180516.md"
description: "Major news in optical communications: Reuters just reported that the US is drafting a ban on importing new types of data center components, such as optical receivers and optical modules. I won't say where they are banning from,After the news came out, you can see the US optical communication sector surge directly, but for a certain market, this is bad news.$Corning(GLW.US)$Lumentum(LITE.US)$Marvell Tech(MRVL.US)$Nokia Oyj(NOK.US)$Applied Optoelectronics(AAOI.US)$Coherent Corp.(COHR.US)"
datetime: "2026-08-04T10:54:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43180516.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43180516.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43180516.md)
author: "[纳斯达克战士](https://longbridge.com/en/profiles/12201158.md)"
generator: "portal-rs"
---

# Major news in optical communications: Reuters just…


### Related Stocks

- [GLW.US](https://longbridge.com/en/quote/GLW.US.md)
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- [NOA3.DE](https://longbridge.com/en/quote/NOA3.DE.md)
- [NOK.US](https://longbridge.com/en/quote/NOK.US.md)
- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)

## Comments (22)

- **金法横行天下 · 2026-08-04T16:19:43.000Z**: Even if the Fed doesn't take action, some markets won't have a good outcome.
- **锡晒距 · 2026-08-04T11:51:32.000Z**: Either being shorted by our own side or by others 🤷
- **半山外賣仔 · 2026-08-04T11:50:28.000Z · 👍 2**: Proposed banWhich means no banCan be proposed for half a year or a yearBut a certain place will surely be scared out of its wits tomorrowReferencing Guangfu, it's difficult, stay away
  - **打工人不想上班** (2026-08-04T13:29:12.000Z): Your analysis is the most reliable
- **Jylar · 2026-08-04T11:39:04.000Z · 👍 2**: Yield rates and the stability of customer certification delivery require time for verification. Once Chinese suppliers are banned, the construction of their own data centers will be hindered.
- **京城Z先生 · 2026-08-04T11:35:00.000Z · 👍 17**: This is Master Te's usual trick: first use an excuse to scare you, then make you give up some profits to him, and then he announces the lifting of sanctions—the king of getting things for free.If it were really banned, the giants in the US optical communication sector would be left with nothing to d
  - **纳斯达克战士** (2026-08-07T13:37:14.000Z): Probably also to gain leverage for the September meeting
- **北极冲浪 · 2026-08-04T11:18:42.000Z**: Do they have this technology? I mean, the market cap of China's CPO is already so large.
- **翻个倍吧 · 2026-08-04T11:13:28.000Z · 👍 2**: What the hell is there to ban? Even if you ban the US, it's a dead end, yet you still ban.
- **爱自己是最好的开始 · 2026-08-04T11:08:43.000Z**: Is that really true? It's impossible to do it like this.
- **小火车轰轰轰 · 2026-08-04T11:06:06.000Z · 👍 5**: In the US, only AAOI can assemble optical modules.
- ***烟火声* · 2026-08-04T11:04:48.000Z**: So here's the question: Is ATXI's indium phosphide only suitable for doing business in China?
  - **风间影月** (2026-08-04T11:23:08.000Z): I also want to ask
  - **三思又三思** (2026-08-04T11:27:39.000Z): So it's most likely fake news.
  - ***烟火声*** (2026-08-04T11:39:34.000Z): Let the bullets fly for a while longer
- **期权天添利 · 2026-08-04T11:00:05.000Z**: The ghost stories are coming out again 🤣
- **回本之路任重道远 · 2026-08-04T10:59:55.000Z**: Bearish for Nokia
- ***烟火声* · 2026-08-04T10:58:02.000Z**: This wanes, that waxes
- **退哥小迷弟 · 2026-08-04T10:56:42.000Z · 👍 2**: The A-share market will go into the ICU tomorrow morning.
  - **华盛顿的小兵** (2026-08-04T11:01:07.000Z): 😅


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