$AAOI (+3,13%) up 17% pre-market on the news that the Trump admin/FCC is drafting an import ban on Chinese optical transceivers.
This is the ultimate structural catalyst.
If Chinese transceiver suppliers like InnoLight are banned from US AI data centers, US hyperscalers have zero choice but to hand massive 800G and 1.6T contracts directly to domestic suppliers with real US capacity.
Applied Optoelectronics’ massive Texas manufacturing footprint is no longer just a cost structure, it’s a non-negotiable national security chokepoint.
Bullish optics, bullish $AAOI (+3,13%)
