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How optical interconnects and silicon photonics emerged as AI's next hot commodity
The U.S. wants Chinese optical transceivers out of future AI data centers, but China’s current dominance of the rapidly evolving photonics supply chain could make a ban complicated
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Timeline cronologica
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FCC proposes import ban on Chinese optical transceivers — blockade targets key AI interconnects as China holds 56% global market share
With over half the world's GPO manufacturing capacity, China is at a distinct advantage in this new AI race.
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How optical interconnects and silicon photonics emerged as AI's next hot commodity
The U.S. wants Chinese optical transceivers out of future AI data centers, but China’s current dominance of the rapidly evolving photonics supply chain could make a ban complicated