# FCC Weighs China-Made Optical Module Restrictions

A market-risk signal says the Federal Communications Commission (FCC) could restrict optical modules based on where they are manufactured, but no ban or adopted rule is reported. The signal attributes 42.8% of Applied Optoelectronics’ revenue to China-made products from Ningbo and says Innolight has no China-made sales to U.S. customers. These figures are a prompt for procurement teams and suppliers to validate product-level manufacturing origin and U.S.-market exposure; they are not confirmed regulatory findings.

- Buyers and contractors sourcing optical modules should verify country-of-origin information at the product and production-site level, including any reliance on manufacturing in China.
- Suppliers with U.S. sales can use the cited exposure figures to identify supply-chain questions for due diligence, while independently validating the underlying data before making sourcing decisions.
- Because the signal describes a possible restriction rather than an enacted requirement, it does not establish a current compliance obligation or deadline.

**Jurisdictions:** federal
**Industries:** Information Technology
**Topics:** Digital Infrastructure, Regulatory Compliance
**Published:** October 01, 2026

### Government Entities
- Federal Communications Commission (FCC)

### Vendors
- Applied Optoelectronics (AAOI) ()
- Innolight ()
- Coherent (COHR) ()
- Lumentum Holdings (LITE) ()
- Fabrinet (FN) ()

### Sources
- [If the FCC bans optical modules by where they're made, the U.S. name with the most China-made revenue is $AAOI: 42.8%, from Ningbo. Innolight's China-made sales to U.S. customers: 0.0%.

$COHR $LITE $FN $AVGO $MRVL $AXTI https://t.co/WsONWNTtQx](https://x.com/Schulz_Research/status/2105761881181008170) - twitter-defense