US plans import curbs on Chinese AI optical transceivers
Innolight shares fell after a Reuters report that the US plans to restrict imports of new Chinese datacenter optical transceivers, a key AI cluster interconnect component. About 62% of Innolight’s Q1 revenue came from the US, underscoring supply-chain risk for AI infrastructure builders.
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Original reporting: Innolight falls after a report said the US plans to restrict imports of new Chinese data center optical transceivers; 62% of its Q1 revenue came from the US (Reuters)