Optical Communication Stocks Rally as Trump Administration Plans to Ban Chinese Modules; Lumentum Surges Over 13%

TradingKey08-04 20:01

TradingKey - The U.S. plans to ban imports of Chinese optical modules, stimulating a collective rally in local suppliers' stock prices.

On August 4, Eastern Time, optical communication concept stocks surged collectively, with Applied Optoelectronics ( AAOI) skyrocketing over 20%, Coherent ( COHR) surging about 18%, Lumentum ( LITE) surging nearly 14%, Corning ( GLW) rising nearly 8%. On the news front, the Trump administration is drafting new regulations, planning to ban U.S. data centers from importing next-generation Chinese-made optical transceiver modules.

Applied Optoelectronics stock price chart, Source: TradingView

According to an exclusive report by Reuters, the U.S. Federal Communications Commission (FCC) is leading the formulation of an import ban, planning to prohibit new models of Chinese data center components from entering the U.S. market to protect U.S. AI infrastructure from cybersecurity and data leakage threats. The plan is expected to be announced this year.

Currently, the market expects the four major U.S. cloud service providers, namely Amazon ( AMZN ), Microsoft ( MSFT ), Google ( GOOG ), Meta ( META) , will be forced to shift their orders to non-Chinese suppliers, thereby driving a surge in U.S. optical communication concept stocks. However, a complete cutoff in the short term could lead to rising construction costs for North American AI data centers, which may escalate the capital expenditures of the four major cloud providers.

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On the news front, the Trump administration is drafting new regulations, planning to ban U.S. data centers from importing next-generation Chinese-made optical transceiver modules. </span></p><p dir=\"ltr\"><img height=\"332\" src=\"https://resource.tradingkey.com/uploads/20260804/Applied-Optoelectronics-03a2bc41ee9242d5bd01240af7e61177.png\" width=\"800\"/></p><p dir=\"ltr\"><span>Applied Optoelectronics stock price chart, Source: TradingView</span></p><p dir=\"ltr\"><span>According to an exclusive report by Reuters, the U.S. Federal Communications Commission (FCC) is leading the formulation of an import ban, planning to prohibit new models of Chinese data center components from entering the U.S. market to protect U.S. AI infrastructure from cybersecurity and data leakage threats. The plan is expected to be announced this year.</span></p><p dir=\"ltr\"><span>Currently, the market expects the four major U.S. cloud service providers, namely <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> (</span><span> AMZN</span><span> ), Microsoft (</span><span> MSFT</span><span> ), Google (</span><span> GOOG</span><span> ), <a href=\"https://laohu8.com/S/META\">Meta</a> (</span><span> META</span><span>) , will be forced to shift their orders to non-Chinese suppliers, thereby driving a surge in U.S. optical communication concept stocks. However, a complete cutoff in the short term could lead to rising construction costs for <a href=\"https://laohu8.com/S/FNCSF\">North American</a> AI data centers, which may escalate the capital expenditures of the four major cloud providers.</span></p><p>Find out more</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Optical Communication Stocks Rally as Trump Administration Plans to Ban Chinese Modules; Lumentum Surges Over 13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOptical Communication Stocks Rally as Trump Administration Plans to Ban Chinese Modules; Lumentum Surges Over 13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2026-08-04 20:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p dir=\"ltr\"><span>TradingKey - The U.S. plans to ban imports of Chinese optical modules, stimulating a collective rally in local suppliers' stock prices.</span></p><p dir=\"ltr\"><span>On August 4, Eastern Time, optical communication concept stocks surged collectively, with <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> (</span><span> AAOI</span><span>) skyrocketing over 20%, <a href=\"https://laohu8.com/S/COHR\">Coherent</a> (</span><span> COHR</span><span>) surging about 18%, Lumentum (</span><span> LITE</span><span>) surging nearly 14%, Corning (</span><span> GLW</span><span>) rising nearly 8%. On the news front, the Trump administration is drafting new regulations, planning to ban U.S. data centers from importing next-generation Chinese-made optical transceiver modules. </span></p><p dir=\"ltr\"><img height=\"332\" src=\"https://resource.tradingkey.com/uploads/20260804/Applied-Optoelectronics-03a2bc41ee9242d5bd01240af7e61177.png\" width=\"800\"/></p><p dir=\"ltr\"><span>Applied Optoelectronics stock price chart, Source: TradingView</span></p><p dir=\"ltr\"><span>According to an exclusive report by Reuters, the U.S. Federal Communications Commission (FCC) is leading the formulation of an import ban, planning to prohibit new models of Chinese data center components from entering the U.S. market to protect U.S. AI infrastructure from cybersecurity and data leakage threats. The plan is expected to be announced this year.</span></p><p dir=\"ltr\"><span>Currently, the market expects the four major U.S. cloud service providers, namely <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> (</span><span> AMZN</span><span> ), Microsoft (</span><span> MSFT</span><span> ), Google (</span><span> GOOG</span><span> ), <a href=\"https://laohu8.com/S/META\">Meta</a> (</span><span> META</span><span>) , will be forced to shift their orders to non-Chinese suppliers, thereby driving a surge in U.S. optical communication concept stocks. However, a complete cutoff in the short term could lead to rising construction costs for <a href=\"https://laohu8.com/S/FNCSF\">North American</a> AI data centers, which may escalate the capital expenditures of the four major cloud providers.</span></p><p>Find out more</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262073542-us-stock-aaoi-cohr-coherent-lumentum-lite-glw-trump-tradingkey","article_id":"2656428555","we_media_id":"1041236214","thumbnails":["https://resource.tradingkey.com/uploads/20251028/trump-1-f3f3c10d06bf4f96a8b8ff585d2f9396.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2656428555","pubTimestamp":1785844888,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"TradingKey","introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"summary":"The United States plans to ban imports of Chinese optical modules, driving a collective rally in the stock prices of domestic suppliers.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"特朗普执政计划禁止中国模块，光通信股上涨；Lumentum 飙升超过 13%","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6ef2075ab9ea790900803946145f6f13","symbols_score_info":{"FOTO":0.6,"EGGY":0.6,"LITX":0.6,"XITK":0.6,"COHR":1.88,"GLWG":0.6,"COHH":0.6,"CNAV":0.6,"LAZR":0.6,"LUMA":0.6,"LITE":1.93,"AAOI":1.9,"COHC":0.6,"GLW":1.86,"AAOX":0.6,"SPRX":0.6,"RULE":0.6,"COHX":0.6},"content_text":"TradingKey - The U.S. plans to ban imports of Chinese optical modules, stimulating a collective rally in local suppliers' stock prices.On August 4, Eastern Time, optical communication concept stocks surged collectively, with Applied Optoelectronics ( AAOI) skyrocketing over 20%, Coherent ( COHR) surging about 18%, Lumentum ( LITE) surging nearly 14%, Corning ( GLW) rising nearly 8%. On the news front, the Trump administration is drafting new regulations, planning to ban U.S. data centers from importing next-generation Chinese-made optical transceiver modules. Applied Optoelectronics stock price chart, Source: TradingViewAccording to an exclusive report by Reuters, the U.S. Federal Communications Commission (FCC) is leading the formulation of an import ban, planning to prohibit new models of Chinese data center components from entering the U.S. market to protect U.S. AI infrastructure from cybersecurity and data leakage threats. The plan is expected to be announced this year.Currently, the market expects the four major U.S. cloud service providers, namely Amazon ( AMZN ), Microsoft ( MSFT ), Google ( GOOG ), Meta ( META) , will be forced to shift their orders to non-Chinese suppliers, thereby driving a surge in U.S. optical communication concept stocks. However, a complete cutoff in the short term could lead to rising construction costs for North American AI data centers, which may escalate the capital expenditures of the four major cloud providers.Find out more","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.0","shortVersion":"4.47.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2656428555","isCrawlerRequest":true}