China's 'AI Artery' Optical Transceivers Sidestep US Regulations, Shifting Global Supply Chain Dynamics
· Source: news.jkn.co.kr
In short
The U.S. FCC excluded optical transceivers—key components of AI data centers—from new equipment certification rules targeting hardware from 'Covered List' companies, easing fears of a ban on Chinese-made devices. The decision reflects China's dominance in the global optical transceiver market, supplying roughly two-thirds of worldwide shipments, and its critical role in enabling AI computing clusters. Nonetheless, supply shortages and foreign control of high-end optoelectronic components continue to pose supply chain risks.
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Tags: supply chain, semiconductors, regulation, data centers, procurement