The US-China battle over AI supply chains is expanding, and the focus is shifting to optical transceivers that connect AI servers with optical communications networks. The circumstances suggest that decoupling from China will not proceed easily.
The US-China conflict over the artificial intelligence supply chain is expanding, with optical transceivers connecting optical communications networks and AI servers emerging as a new focus. Some observers say developments in optical-device technology could hold the key going forward.
Reports have emerged that the US administration is considering measures to ban imports of Chinese-made data center equipment, intensifying debate over supply-chain fragmentation. Import controls on data-center components could be tightened.
However, experts say that fully decoupling from China remains difficult, and that securing stable supplies in data transmission, including optical transceivers, remains a challenge for both the US and China.