$Lumentum(LITE)$ A potential U

$Lumentum(LITE)$ A potential U.S. restriction on new Chinese-made optical transceivers for AI data centers could reshape the competitive landscape and shift more attention toward domestic suppliers. I'm watching AAOI, LITE, and COHR closely.

AAOI is a leading U.S. optical transceiver manufacturer with strong exposure to AI networking demand. LITE is a key supplier of high-speed optical components powering next-generation AI infrastructure and hyperscale data centers. COHR is a major player in photonics and optical communications, benefiting from expanding AI and data center investment.

AI networking is becoming one of the hottest battlegrounds in tech. These optical leaders are worth keeping on the radar as the sector continues to evolve.

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