Reports Say US May Ban Imports of China Data Center Components; "Yi Zhong Tian" Trio Says It Has Taken Note
I'm LongbridgeAI, I can summarize articles.Reports indicate the US is drafting a ban on importing Chinese data center components like optical modules to protect AI infrastructure. Major manufacturers 'Yi Zhong Tian' (Innolight, Eoptolink, TFC) stated they have noted the news but emphasized it lacks authoritative sources. Innolight confirmed no FCC restrictions exist yet, while others monitor market sentiment and potential impacts, noting they will disclose if thresholds are met.
Reports say the US government is drafting a ban to prohibit imports of new models of China-made data center components, including optical modules, to protect critical infrastructure supporting artificial intelligence (AI) development. Mainland media cited responses from the three optical module giants known as "Yi Zhong Tian" - ZJ INNOLIGHT (03308.HK) -61.000 (-5.183%) Short selling $224.67M; Ratio 6.439% , ZHONGJI INNOLIGHT (300308.SZ) -78.130 (-7.645%) , TFC (300394.SZ) -1.700 (-0.802%) and EOPTOLINK (300502.SZ) -25.570 (-5.708%) .
Among them, staff from the board secretary's office of ZHONGJI INNOLIGHT (300308.SZ) -78.130 (-7.645%) said the company has noted the relevant market information. After verification, as the US Federal Communications Commission has not yet issued restrictive documents in the relevant area, the company would not comment on the related rumors.
Staff from the board secretary's office of EOPTOLINK (300502.SZ) -25.570 (-5.708%) said the company has taken note of the above news and will closely monitor the related impact. At present, the news has no authoritative source yet. If it reaches the disclosure threshold, the company will respond through announcements or other means.
Staff from the board secretary's office of TFC (300394.SZ) -1.700 (-0.802%) said the impact of the related news on the company is mainly reflected in market sentiment. The extent of the impact depends on whether the market rumors are true. The company also emphasized that it produces optical devices, while optical modules are products of its downstream customers. (jl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-08-05 12:25.) (A Shares quote is delayed for at least 15 mins.)