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中国光模块:美国光模块法案直接影响有限,政策不确定性仍存-China Communications Infrastructure US Optical Transceiver Bill Direct Exposure Limited and Policy Overhang Persists
2026-10-21 18:38
Flash | 27 Sep 2026 17:47:19 ET │ 12 pages China Communications Infrastructure US Optical Transceiver Bill: Direct Exposure Limited and Policy Overhang Persists CITI'S TAKE On 25 Sep 2026, four U.S. senators introduced the Securing National Security Systems from Chinese Optical Transceivers Act, explicitly naming Innolight and Eoptolink as restricted vendors for U.S. National Security Systems (NSS) procurement. As the bill is still at early legislative stage and would not impose a blanket ban across commerc ...