POPA ReconTrump's Plan to Ban Chinese Transceivers
Trump's Plan to Ban Chinese Transceivers Reuters reported Tuesday that the FCC is drafting a ban on US imports of new-model Chinese optical transceivers — the components that carry data over fiber inside AI data centers. Five-day performance across the sector: • Aehr Test Systems: +56.9% • Applied Optoelectronics: +49.3% • Lightwave Logic: +38% • FormFactor: +36.3% • Sivers Semiconductors: +33.2% • Coherent: +33% • Lumentum: +30.3% • Aeluma: +28.5% • POET Technologies: +26.7% • Teradyne: +25.8% The market found the right names first - Reuters flagged exactly two US winners, Coherent and Lum…
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