特朗普政府拟禁止进口中国光模块，冲击中际旭创

Here we go again: The Trump administration is drafting an FCC rule that would bar imports of new Chinese optical transceivers, the components that move data at high speed inside data centers.

The measure would hit market leader Zhongji Innolight (roughly 27% global share) and benefit US suppliers like Coherent and Lumentum, though it could raise costs for cloud providers, and Beijing has warned it will respond to anything that materially harms its interests.

The economic battle for data center suppliers is intensifying.