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Commentary: Why China's AI optical-module dominance is Washington's next target

source: news (news:digitimes)published 2026-08-06 03:48ingested 2026-08-06 08:32

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Credit: DIGITIMES
The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply chain after GPUs and HBM...
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document fetched 2026-08-06 08:32 · canonical https://digitimes.com/news/a20260806PD215/fcc-expansion-market-supply-chain-production.html