Commentary: Why China's AI optical-module dominance is Washington's next target

<p class="P1" data-sourcepos="5:1-5:467;137-603">The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply chain after GPUs and HBM. Over recent years, Chinese optical-module makers have rapidly entered global AI data centres through cost advantages, fast volume production and tightly integrated supply chains. Zhongji Innolight, Eoptolink and TFC Optical Communication have become emblematic of China's rise in optical communications.