How optical interconnects and silicon photonics emerged as AI's next hot commodity — looming US-China summit puts photonics into the crosshairs
Meanwhile, U.S. rivals Coherent and Lumentum closed 12.4% and 8.9% higher. Before Wednesday ended, however, the Chinese companies had clawed back much of the ground, even as analysts downplayed the impact of such a ban. Innolight still finished 7.3% lower in Shenzhen, while TFC actually closed 2.3% higher.Latest Videos FromTom's HardwareWatch full video here: The whipsawing market movement was an apt representation of the potential implications of such a ban.
- ▪Meanwhile, U.S. rivals Coherent and Lumentum closed 12.4% and 8.9% higher.
- ▪Before Wednesday ended, however, the Chinese companies had clawed back much of the ground, even as analysts downplayed the impact of such a ban.
- ▪Innolight still finished 7.3% lower in Shenzhen, while TFC actually closed 2.3% higher.Latest Videos FromTom's HardwareWatch full video here: The whipsawing market movement was an apt representation of the potential implications of such a b
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| Original publisher | Tom's Hardware |
| Canonical URL | https://www.tomshardware.com/tech-industry/photonics/how-optical-interconnects-and-silicon-photonics-emerged-as-ais-next-hot-commodity-looming-us-china-summit-puts-photonics-into-the-crosshairs |
| Publication time | Wed, 12 Aug 2026 12:42:23 +0000 |
| Retrieval time | 2026-08-12T12:46:30.460Z |
| Last seen | 2026-08-12T12:46:30.460Z |
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Tech Industry Photonics How optical interconnects and silicon photonics emerged as AI's next hot commodity — looming US-China summit puts photonics into the crosshairs MEMBER EXCLUSIVE News By Etiido Uko Published 12 August 2026 The U.S. remains China's biggest photonics customer When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. (Image credit: Getty Images / Bloomberg) Share Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter The race to solve AI's copper bottleneck for scale-up and scale-out intensified last week, as the Federal Communications Commission (FCC) is drafting a measure that would block…
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