The split
US proposes restricting Chinese optical modules in AI infrastructure; Beijing condemns 'bullying' tech curbs as Xi-Trump summit approaches
The same story, as told by newsrooms in different countries. Their words, attributed and linked.
Hong Kong / Asia
South China Morning Post
“State mouthpiece warns that Washington's bans on green energy and advanced manufacturing will backfire, while defending China's open-source AI models.”
Hong Kong-based regional daily; led with the Chinese government's condemnation of a broad set of US tech restrictions, including the FCC optical-module plan, framing Beijing's response as assertive but "restrained," and defending China's open-source AI models against US characterisationsread the original ↗
China / International
Caixin Global
“A proposed FCC import ban, expected in 2026, sent North American optical-communications shares higher while underscoring the industry's heavy dependence on Chinese suppliers and manufacturing capacity.”
Beijing-headquartered English-language financial outlet; framed the FCC ban as exposing mutual supply chain risks rather than a one-sided US restriction, noting that North American optical stocks rose on the news while underlining heavy industry dependence on Chinese supply capacityread the original ↗
United States
Tech Times
“FCC Chinese optical transceiver ban threatens to remove 60% of AI data center module supply from US markets, but Western replacement manufacturers Lumentum and Coherent rely on Chinese indium.”
US technology news outlet; first to quantify the ban's supply impact at 60 per cent of AI data-centre optical modules, and to report that designated Western replacements Lumentum and Coherent themselves rely on Chinese indium, a circular dependency that undercuts the ban's security rationaleread the original ↗