US leaves optical transceivers off blacklist, easing pressure on Chinese supply chain
pstAsiatech · x · 2026-09-14
Per SCMP, the US ultimately left optical transceivers off its blacklist, bringing relief to China's optical module supply chain. InnoLight chairman Liu Sheng said at a Goldman Sachs event that while telecom transceiver generations evolve every 3-5 years, data center cycles now churn in under two years. Commenters saw the exemption as "cooler heads prevailing, for now."
Related event: US spares optical transceivers from blacklist, Chinese suppliers rally(2 posts)→
More from Infra
- Used RTX 5090 listed at £3,900 (~$5,200), more than double its MSRP — julianharris · 2026-09-14
- Why Amazon and Microsoft Are Taking Communities' Side Against Utilities — pstAsiatech · 2026-09-14
- Redditor builds dual AI workstation with 2x RTX 3090 and 4x Tesla P100, asks how to optimize — FearFactory2904 · 2026-09-14
- agi-memory: SQLite-only persistent memory MCP server for coding assistants, 32MB RAM — Rude_Gate7599 · 2026-09-14
- $3000 home server with 128GB VRAM runs Qwen3.8-next at 1.3k tps prefill, 70 tps code — Thin_Pollution8843 · 2026-09-14
- Top 10 foundry revenue hits $53.5B in Q2, TSMC holds 72.5% share — Beth_Kindig · 2026-09-14