---
title: "The Trump administration could soon create the 'mother of all' AI bottlenecks. These stocks could soar."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295127989.md"
description: "The FCC is drafting a ban on Chinese transceivers, impacting the global supply chain where China holds over 50% share. This move elevates US alternatives like AAOI and COHR. Meanwhile, LITE saw revenue surge 90% to $808 million as a hyperscaler pure-play, and CRDO offers potential gains if optical shortages deepen."
datetime: "2026-08-06T16:25:53.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295127989.md)
  - [en](https://longbridge.com/en/news/295127989.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295127989.md)
---

# The Trump administration could soon create the 'mother of all' AI bottlenecks. These stocks could soar.

Quick ReadThe 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.A...

### Related Stocks

- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [CRDO.US](https://longbridge.com/en/quote/CRDO.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)
- [LITE.US](https://longbridge.com/en/quote/LITE.US.md)
- [CRDU.US](https://longbridge.com/en/quote/CRDU.US.md)
- [AAOX.US](https://longbridge.com/en/quote/AAOX.US.md)
- [COHX.US](https://longbridge.com/en/quote/COHX.US.md)
- [LITU.US](https://longbridge.com/en/quote/LITU.US.md)
- [LITX.US](https://longbridge.com/en/quote/LITX.US.md)
- [LITZ.US](https://longbridge.com/en/quote/LITZ.US.md)

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