BlockBeats News, August 5th, according to BIT (bit.com) market data, the US stock photonics sector continued yesterday's gains, including:

Pure Photonic ETF FOTO rose by 2.2%;

Corning (GLW) rose by 0.52%;

Marvell Technology (MRVL) rose by 0.5%;

AAOI (Applied Optoelectronics) rose by 5.1%, the company is a manufacturer of high-speed optical modules (800G/1.6T), focusing on AI data center transceivers;

LITE (Lumentum Holdings) rose by 2.56%, the company is a core supplier of optical communication lasers and modules, a key player in AI data center manufacturing;

COHR (Coherent Corp) rose by 5.86%, the company is a leader in lasers, optical components, and photonics solutions, covering data centers and industrial sectors;

CIEN (Ciena Corporation) rose by 2.49%, the company produces high-speed SerDes and interconnect chips, focusing on low-power connectivity in AI data centers.

In yesterday's news, the Trump administration is drafting a ban on importing new Chinese data center components. The US Federal Communications Commission (FCC) plans to impose import restrictions on Chinese optical transceivers (used for high-speed data transmission in data centers) and hopes to announce the effectiveness within this year. If the US prohibits the import of new Chinese data center equipment, it may increase the costs for US cloud computing companies like Amazon Web Services (AWS) AMZN.O, forcing them to turn to other suppliers, such as US-based Coherent COHR.N and Lumentum LITE.O.