Potential U.S. Optical Module Restrictions Could Broaden Supply-Chain Impact
Dow Jones
Aug 05
0926 GMT - A potential U.S. expansion of restrictions on Chinese optical modules could affect a broader range of data-center networking equipment and supply chains, according to research firm TrendForce. The firm says it is too early to view the proposal as a blanket ban, as key details such as product scope, vendor definitions and any transition period remain unclear. While U.S. customers are unlikely to quickly replace Chinese manufacturing capacity, policy pressure could drive cloud-service providers to diversify sourcing outside China. The bigger concern, TrendForce says, is whether networking equipment containing Chinese components will be able to secure FCC approvals and remain on approved supplier lists.
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