The U.S. presidential election ended unexpectedly smoothly, and Comrade Trump won. However, this is rather more favorable to China's photonic chips.
From the technical level, although the technological blockade of China's chip industry is a bipartisan consensus in the U.S., Trump is more of a businessman than a politician, so it is entirely possible that photonic chip technology, which has yet to be formed into an economic scale, can be exchanged for other aspects of economic benefits.
From the business level, Trump's high tariff policy may affect the profits of Chinese optical module manufacturers to a certain extent. In the long term, as Nvidia and TSMC cooperation CPO will be launched in 2025, so it will force investment in China to flow to the upstream chip link of the photonic industry on a large scale, coupled with the current China to encourage listed companies to transform and upgrade through mergers and acquisitions and reorganization in the direction of the new quality of productivity, to expand the industrial ecosystem, and to extend the innovation ecosystem.
In the long run, if continue to promote the new policy of high high tax may become the gas pedal of the domestic optical communication industry, especially the photonic chip industry technology independent innovation and industry chain optimization. In the face of external pressure, we can only accelerate technological breakthroughs, improve independent innovation capability, and at the same time strengthen the construction of the domestic industrial chain to improve the stability and competitiveness of the industry chain, which is expected to occupy a more important position in the global optical communication industry.
