Based on insights from individuals well-versed in the situation, the US Federal Communications Commission (FCC) is in the process of formulating a ban aimed at forbidding the import of new types of optical transceiver modules for data centers from China by 2026. However, it's important to note that this proposed measure is still subject to modifications or even being put on hold. In response, the Chinese Embassy in the US has issued a statement, urging the US side to take into account the viewpoints of the business communities from both nations, and to desist from engaging in smear campaigns and issuing threats. China stands ready to take the necessary actions. Should this ban come into effect, InnoLight Technology, a company that commands roughly 27% of the global market share, is likely to feel the impact. Moreover, the production capacity of relevant US manufacturers is currently not substantial enough to serve as a viable alternative to Chinese suppliers.
