Aug. 4 at 1:03 PM
Reuters: Trump administration is reportedly drafting restrictions on Chinese data center components.
If the policy moves forward, these names could be worth watching:
$COHR - One of the leading Western optical transceiver and laser suppliers with deep AI infrastructure exposure.
$LITE - A major U.S. optical networking player supplying hyperscale cloud customers.
$FN - Manufacturing capacity outside China could become increasingly valuable as supply chains shift.
$AAOI - Expanding U.S. production, making it one of the purest domestic optical transceiver plays.
$MRVL - Its DSP chips are a critical component inside next-generation optical transceivers.
If Chinese supply tightens, demand doesn't disappear. It simply flows elsewhere. That's the part of the story the market may still be pricing in.
