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- FCC Shadow Raises Stakes for China’s Optical-Chip Supply Chain
An analysis republished by 36Kr, TMTPost and Cyzone examines how potential FCC restrictions on optical interconnect could affect China’s efforts to domesticate optical chips for AI infrastructure. It says China has made progress in 70mW and 100mW CW lasers, but remains less than one to two generations behind overseas leaders in high-end EML and high-power CW products, with yield and customer-certification hurdles. The article also warns that duplicated investment could create overcapacity in lower-end products, though those warnings are analytical rather than independently verified.
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