US Moves to Restrict Chinese Optical Modules in AI Data Centers, Impacting Major Suppliers

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.