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 ...

Flash | 09 Oct 2026 17:06:13 ET │ 15 pages China CCL Sector Our Thoughts on Recent US Restrictions Against China on 3.2T and Defense PCB CITI'S TAKE Within AI-infra hardware, China holds a dominant ~75% share of global CCL supply, according to Prismark (Fig 2). Amid reports of 3.2T transceivers requiring 65% local content BOM (SCMP, 10/9/26) and the US defense ban on Chinese PCBs (Inside Defense, 7/2/26), the US is imposing tighter restrictions on strategic industries like AI-infra and defense to decouple f ...