---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43180572.md"
description: "⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Trump Administration Drafting Ban on New Chinese Data Center Component Imports - $POET Tech(POET.US) $Coherent Corp.(COHR.US) $Lumentum(LITE.US)👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤  Trump administration is drafting a ban on new 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗱𝗮𝘁𝗮 𝗰𝗲𝗻𝘁𝗲𝗿 component imports.➤  Proposal targets new Chinese 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝘁𝗿𝗮𝗻𝘀𝗰𝗲𝗶𝘃𝗲𝗿 models used in AI data centers.➤  𝗙𝗖𝗖 is preparing the measure and aims to publish it this year.➤  Officials cite risks including 𝗱𝗮𝘁𝗮 𝘁𝗵𝗲𝗳𝘁, malware, and service disruption.➤  Proposal could impact 𝗭𝗵𝗼𝗻𝗴𝗷𝗶 𝗜𝗻𝗻𝗼𝗹𝗶𝗴𝗵𝘁, which holds a 𝟮𝟳% global market share.➤  𝗖𝗼𝗵𝗲𝗿𝗲𝗻𝘁 and 𝗟𝘂𝗺𝗲𝗻𝘁𝘂𝗺 could benefit as alternative suppliers.➤  Ban may increase infrastructure costs for U.S. cloud providers, including 𝗔𝗪𝗦.➤  FCC has recently expanded restrictions on Chinese drones, routers, robots, and inverters.➤  Proposal remains under review and could still be modified or shelved.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤  Could reshape the AI data center supply chain in the United States.➤  May accelerate supplier diversification away from Chinese networking hardware.➤  Could benefit U.S. optical networking companies if restrictions are implemented.➤  Highlights continued U.S.-China technology and national security tensions affecting AI infrastructure.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗗𝗶𝘃𝘆𝗮𝗻𝘀𝗵 𝗞𝗮𝘂𝘀𝗵𝗶𝗸, AI Policy Expert at Beacon Global Strategies:"Transceivers definitely pose a risk. As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go."𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗘𝗺𝗯𝗮𝘀𝘀𝘆 𝗶𝗻 𝗪𝗮𝘀𝗵𝗶𝗻𝗴𝘁𝗼𝗻:"China will take all necessary measures in response to any action that causes material harm to its interests.""
datetime: "2026-08-04T10:56:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43180572.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43180572.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43180572.md)
author: "[Hardik Shah](https://longbridge.com/en/profiles/27423834.md)"
generator: "portal-rs"
---

# ⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Trump Administration Drafting Ban on New…


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