When will this restriction take effect?

The measure is expected to be announced in 2026 and implemented afterward, though the exact timeline is unclear.

Which Taiwanese companies are benefiting the most?

Qian Ding, Lian Jun, Lian Ya, Borowin, and Huagang Light have all surged to daily limits.

What happens to Chinese suppliers?

Chinese firms like Zhongji旭創 may face revenue losses due to exclusion from the U.S. market.

What is the goal of this policy?

To prevent Chinese-made hardware from being used in critical U.S. AI data infrastructure for national security reasons.

How should investors respond?

Investors should focus on non-Chinese optical component makers and firms in diversified, secure supply chains.

Spotlight Stocks: US Plans to Ban Chinese Optical Transceivers, Sparking Surge in Optical Communication Shares

Published Aug 5, 2026 1:07 PM ・ Updated Aug 5, 2026 2:38 PM ・ 5 min read ・ Source: PR Times

Following reports that the US is considering banning imports of new Chinese data center hardware, including optical transceivers used in AI data centers, optical communication stocks in both the US and Taiwan surged. Shares of Lianya hit the daily trading limit for the third consecutive day, reclaiming the 2,000 TWD mark.

The Trump administration in the United States is reportedly considering a ban on importing new Chinese data center hardware, including optical transceivers used in AI data centers. This news triggered a broad rally in US optical communication stocks on Tuesday (April 4), with shares of AAOI (AAOI-US), Lumentum (LITE-US), and Coherent (Corp-US) surging. The momentum carried into Wednesday (April 5), lifting multiple Taiwanese optical communication stocks, including Qian Ding (4908-TW), Lian Jun (3450-TW), Lian Ya (3081-TW), Borowin (3163-TW), and Huagang Light (4979-TW), all to their daily trading limits.

According to Reuters, the US Federal Communications Commission (FCC), which oversees the telecommunications industry, is drafting measures to prohibit the import of new Chinese-made optical transceiver modules. Officials aim to announce the policy in 2026, with formal implementation following the announcement. Following the news, AAOI soared 19.44%, Lumentum rose 8.92%, and Coherent gained over 12.27% in after-hours trading on Tuesday.

In Wednesday’s trading session, buoyed by the strong performance of US optical communication leaders, stocks including Qian Ding, Lian Jun, Lian Ya, Borowin, Huagang Light, and Zhongda-KY (4977-TW) all surged to their daily price limits. Lian Ya opened sharply higher and quickly reached its limit price of 2,160 TWD, a gain of 195 TWD, marking its third consecutive trading day at the upper limit. The rally pushed its share price back above the 2,000 TWD threshold and to a one-month high.

Other companies, including Shang Quan (4979-TW), Lide Optoelectronics-KY (4979-TW), Dongdian Optoelectronics (4979-TW), and Guangsheng (4979-TW), also briefly surged more than half of the daily limit.

Analysts note that this US measure is expected to benefit domestic American manufacturers of optical transceiver modules, with Taiwanese suppliers in the ecosystem likely to continue gaining. Additionally, the US ban on new Chinese-made data center equipment is anticipated to negatively impact the financial performance of Zhongji旭創 (300308-CN), the world’s largest optical transceiver module supplier based in China.

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Source: PR Times
Category: News
Organizations: AAOI / Lumentum / Coherent

Spotlight Stocks: US Plans to Ban Chinese Optical Transceivers, Sparking Surge in Optical Communication Shares

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