Microsoft Lobbies Washington to Drop Chinese Optical Transceiver Curbs

1 reports archived1 independent sourcesupdated 11/11/2026, 07:53:34

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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.

LATEST/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.

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IT之家 · IT业界T2Nov 11, 07:53·72 pts
Microsoft Lobbies Washington to Drop Chinese Optical Transceiver Curbs
- Microsoft and peers warn restrictions on Chinese optical modules could cause component shortages and delay data center buildouts
- Chinese vendors supply about two-thirds of the global transceiver market, with US capacity unable to substitute quickly
- The FCC is studying limits on 3.2Tbps modules, but no final rule has been issued
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