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Sources tell Reuters that the Trump administration is considering blocking Chinese imports of the component due to security concerns. Optical transceivers are used across data centers and the telecommunications industry to quickly transmit information, with China’s Zhongji Innolight currently making up 27 percent of the transceiver market, according to Counterpoint. [Link: Trump administration drafting ban on Chinese data center devices, sources say | https://www.reuters.com/world/trump-administration-drafting-ban-chinese-data-center-devices-sources-say-2026-08-04/ | Reuters]