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 ...