Innolight falls after a report said the US plans to restrict imports of new Chinese data center optical transceivers; 62% of its Q1 revenue came from the US
THE SO WHAT
Prospective US curbs on Chinese data center optics—hitting a vendor with 62% of revenue from the US—extend export controls deeper into the AI hardware stack. If you run or build infra, map your dependence on Chinese optical modules now and expect lead times and pricing to move.
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