Recent DC meetings highlight 3.2T as the most likely generation to see restrictions on China-based optical transceivers. This echoes conversations with LITE during the Q noting that any restrictions would need to be phased in. See potential rules keeping laser market tight, a pos for LITE/COHR. Key Takeaways October 1, 2026 04:09 AM GMT Telecom & Networking Equipment | North America Potential FCC Rules on Optical Transceivers More Likely to Come in at 3.2T What Happened: Morgan Stanley strategists recently ...

Investor Call Takeaways | No Customer Requests on BOM Chatter, Low Laser BOM Share and U.S. Footprint Offer Flexibility CITI'S TAKE We dialed into DSBJ's investor call today. Key takeaways: (1) A potential 65% U.S.-content threshold for optical transceivers remains unconfirmed, and management says U.S. customers have not requested any changes. (2) Even if introduced, the threshold may be easier for DSBJ to meet: management estimates that its in-house laser chips account for just 1%– 2% of its optical-transc ...