Flash | China Communications Infrastructure Quick Thoughts on Potential FCC Restrictions on 3.2T Optical Modules CITI'S TAKE During our recent investor discussions, we observed heightened investor focus on the FCC's potential future restrictions on high-end optical module imports into the US. Investors asked about potential FCC restrictions on the origin of core component value in next-generation 3.2T modules; the most negatively impacted companies would be those with exposure to critical components such as ...

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 ...