Microsoft Calls on Trump Administration to Halt Import Ban on Chinese Optical Modules

Microsoft and other companies and industry groups are urging the Trump administration to stop plans to ban the import of critical components for AI data centers from China. The Federal Communications Commission (FCC) is advancing a related ban on new types of optical modules from China, which are used to transmit data via fiber optics within data centers and connect servers, routers, and switches. Microsoft has met with officials from the White House Office of Science and Technology Policy and the National Security Council to explain the supply chain challenges that the ban could bring. John Miller, Vice President of Policy and General Counsel at the Information Technology Industry Council, stated that many cloud service providers have already procured AI chips, and without optical modules, these chips will not be able to interconnect. Microsoft currently has 35 data centers under construction in the U.S. and another 134 planned. According to Counterpoint Research, Chinese companies account for about two-thirds of the global optical module market, with Eoptolink and Zhongji Xuchuang being major suppliers.

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