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 ...