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How optical interconnects and silicon photonics emerged as AI's next hot commodity — looming US-China summit puts photonics into the crosshairs
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However, the FCC's proposal conveniently overlooks the fact that the biggest customer of China's photonics hardware is the United States.
With a crucial U.S.-China summit looming in September, the AI supply chain is being weaponized, once again, for global trade and supply negotiations, turning Silicon Photonics into a bargaining chip.
Reuters says the agency is drafting a rule that would deny new models of Chinese optical transceivers the equipment authorization they need to be imported, marketed, or sold in the US.
A photonics ban may be more consequential.
With a potential US-China summit looming in September, the world's most important AI component has now potentially turned into a geopolitical flashpoint.