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US-China tech war is coming for AI’s plumbing

South China Morning Post 16 August 2026 9h ago
US-China tech war is coming for AI’s plumbing
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The US Federal Communications Commission (FCC) is reportedly considering a ban on Chinese optical transceivers, signalling that the US-China tech war is expanding beyond the focus on semiconductor chips to shadow even the smallest link in the chain of essential artificial intelligence (AI) hardware. Optical transceivers are small devices that use fibre optic technology to send and receive data as
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