Serenity (@aleabitoreddit) “A very material catalyst came about for Western supply chains from $AAOI, $SIVE” — TopicDigg
Serenity
@aleabitoreddit
加入 July 2025
0 正在关注 0 粉丝
A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent:
The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices.
Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains.
"The agency would ban all imports of new transceiver models and then exempt many non-Chinese suppliers from the restrictions"
We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.
显示更多
