International Perspective · August 06, 2026
① US FCC drafts ban on Chinese-made optical transceivers; Beijing retaliates [详见中文版] — Reuters reported Aug 4 that the FCC is drafting a rule to ban imports of new-generation Chinese-made AI datacenter optical transceivers, aiming to finalize within 2026. On Aug 5 Beijing announced countermeasures. Chinese vendors (Innolight/Eoptolight/T&S) said they are still assessing impact. (Reuters/Sina Finance)
② SanDisk fiscal Q4 revenue +372%, gross margin 84.6%, $14B buyback; Q1 guide miss -8% after-hours — SanDisk reported fiscal Q4 revenue up 372% YoY with gross margin 84.6%, announced $14B buyback; Q1 guidance missed consensus, shares fell ~8% after-hours. Signals a 'perfectly priced' storage rally risk. (MarketWatch)
③ Western Digital fiscal Q4 beats on AI storage demand; HDD/SSD momentum continues — Western Digital reported fiscal Q4 results ahead of estimates, driven by AI datacenter storage demand; HDD and SSD segments both showed momentum, confirming broad-based storage tightness. (WSJ)