Wednesday, 5 August, 2026
Light-Speed Shockwave: Chinese AI Optics Stocks Tumble Over Proposed US Data Center Ban
By TechShots Studio

Chinese artificial intelligence hardware stocks, including optical transceiver leaders Zhongji Innolight and Eoptolink, dropped sharply following reports that the US is drafting an import ban on new Chinese data center components. Drafted to mitigate cybersecurity risks in AI infrastructure, the measure threatens major export-dependent firms that rely on North American cloud providers like Amazon and Alphabet for the bulk of their revenue.
Read full story at REUTERS