The Trump administration is reportedly preparing a measure that would restrict US imports of new Chinese optical transceivers used in data centers. According to multiple reports citing sources familiar with the discussions, the Federal Communications Commission (FCC) is developing import restrictions aimed at securing infrastructure that supports the AI boom. Optical transceivers are small, pluggable modules that translate electrical signals from servers and network equipment into optical signals for transmission over fiber-optic cables, and then convert them back at the receiving end.
Sources say officials are concerned that Chinese-made transceivers could pose risks such as data theft, installation of malware, or disruption of services at US facilities. Reuters reports that the FCC hopes to publish the measure this year and that it could take effect after publication, though it could still be modified or shelved. The potential restrictions would likely affect Zhongji Innolight, a major global supplier of transceivers that has been listed by the Pentagon among companies alleged to be linked to China’s military. US manufacturers such as Coherent and Lumentum are expected to be positioned as alternatives, though the reports note they may not be able to replace Chinese supply immediately at needed scale.
