Companiesslug: lumentum

Lumentum

US supplier of optical communications and photonic components including data center transceivers and lasers.

Curated Intelligence

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IT之家 · IT业界T2·Industry
72 pts
Microsoft Lobbies Washington to Drop Chinese Optical Transceiver Curbs

Microsoft and other tech firms are lobbying the US government to abandon planned restrictions on Chinese optical transceivers, warning of component shortages that could slow AI data center buildouts. Chinese suppliers hold roughly two-thirds of the global market, while US capacity is seen as insufficient for rapid substitution. The FCC is weighing limits on 3.2Tbps modules, with no final rule yet.