EQUITY: TECHNOLOGY What if US content reaches 65% of transceiver BOM cost? Quick Note We have observed considerable volatility in China's optical communication stocks recently, following a Reuters report in early August on potential FCC (Federal Communications Committee) ban on Chinese optical transceivers (Reuters' report ). We discussed in our previous report ( link ) that a lose-lose scenario would involve imposing ban on all new (next-gen) transceivers from Chinese suppliers. In recent days, many invest ...