According to BIT market data, the US optical communication sector continued its upward trend, with FOTO up 2.2%, GLW up 0.52%, MRVL up 0.5%, AAOI up 5.1%, LITE up 2.56%, COHR up 5.86%, and CIEN up 2.49%. The Trump administration is drafting a ban on the import of new data center components from China, and the Federal Communications Commission plans to impose import restrictions on Chinese optical transceivers, hoping to announce and take effect within this year. If the United States prohibits the import of new data center equipment from China, it will increase the costs for American cloud computing companies such as AMZN, forcing AMZN to turn to suppliers such as Coherent and Lumentum.
