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The FCC is drafting a rule to bar imports of new Chinese optical transceivers, targeting publication this year. With China supplying more than 50% of the global transceiver market, the proposal could materially disrupt sourcing and pricing for telecom/network equipment in the US.

Analysis

The FCC is drafting a rule to bar imports of new Chinese optical transceivers, targeting publication this year. With China supplying more than 50% of the global transceiver market, the proposal could materially disrupt sourcing and pricing for telecom/network equipment in the US.