China’s two leading optical module manufacturers faced significant stock declines on Wednesday. Zhongji Innolight’s shares dropped up to 16%, with Bloomberg reporting a 14% intraday fall, while Eoptolink Technology also saw decreases. This was triggered by a Reuters report indicating that the US FCC plans to block imports of new models of these optical components, a move initially affecting companies like Amazon and Microsoft, who rely on this technology for their AI data centers.
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