POPA Recon[ctee] The U.S. is considering restrictions on Chinese optical modules
[ctee] The U.S. is considering restrictions on Chinese optical modules • The United States is considering restricting the use of Chinese optical transceivers for national security reasons, but the impact is expected to be minimal as many products are already 100% produced outside of China. • Taiwan's Lianya is expected to have no restrictions on its business expansion due to the resumption of InP substrate supply, and an increase in scale-out demand is expected due to the construction of AI infrastructure. • Ahead of mass production of NVIDIA Vera Rubin, demand for 800G and 1.6T optical trans…
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