International Perspective · August 06, 2026
① FCC Drafts Ban on Chinese Optical Transceivers — Reuters Exclusive Reveals Plan Targeting AI Datacenter Infrastructure [详见中文版] — Reuters exclusively reported Aug 5 that the FCC is drafting a ban on imports of new-model Chinese optical transceivers used in AI datacenters, citing four informed sources. The ban could be published and take effect by end of 2026, though sources note it may still be modified or shelved. China holds ~70% of global optical module production. China's Foreign Ministry stated it “firmly opposes US abuse of national security concepts to target Chinese firms.” Beijing simultaneously announced countermeasures: strengthened drone controls, suspension of CCC certification factory inspections by US-authorized bodies, and 6 US entities added to countermeasure list. (China Daily / Reuters)
② SanDisk Q4 FY2026: Revenue +372% with 84.6% Gross Margin, $14B Buyback — But Q1 Guidance Miss Triggers -8% After-Hours Plunge — SanDisk reported Q4 FY2026 (ended June) results after market close Aug 5. Revenue surged 372% YoY driven by AI datacenter NAND demand — data center revenue alone grew nearly 13x. Gross margin reached 84.6%. Net bookings (NBM) hit $93.9B. Board approved an additional $14B share buyback (total authorization $15.5B). The company signed 8 long-term agreements extending revenue visibility through 2031. However, Q1 FY2027 revenue guidance came in below consensus expectations. Stock closed at $1,350.50 (-5.40%) then dropped -7.96% after-hours to $1,243. MarketWatch: “Eye-popping Earnings Beat Fails to Extend the Stock's Big Rally.” (MarketWatch / Barron's / WSJ)
③ CXMT Rejects Apple's DRAM Price Cut Demand — Demands Pricing at or Above Samsung/SK Hynix Levels [详见中文版] — South Korean media DigitalDaily reported Aug 5 that Apple attempted to negotiate lower LPDDR5X DRAM procurement prices with CXMT (ChangXin Memory Technologies) but was rejected. CXMT insisted on pricing at or above Samsung Electronics and SK Hynix levels. Huawei, Xiaomi and other domestic Chinese firms have locked in CXMT's production capacity through long-term contracts extending to 2027. Financial Times earlier reported Apple was lobbying the US government for a special waiver to procure CXMT DRAM chips. Samsung has confirmed global DRAM shortages persisting through 2028. (China Fund News / DigitalDaily (Korea))