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Chinese optical chip stocks extend rout amid fears of potential US curbs

Renewed fears of potential US trade curbs on next-generation optical transceivers for data centres have sent shares of Chinese suppliers tumbling, deepening a sell-off across artificial intelligence supply chain stocks.

By Howard LiuSouth China Morning Post Tech
Chinese optical chip stocks extend rout amid fears of potential US curbs

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Originally published by South China Morning Post Tech on Oct 9, 2026.

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