Another day brings another shot across the bow of the ever-deepening US-China rivalry, this time focusing on optical transceivers that power fiber optic-based data transmission, and where China’s Zhongji Innolight currently controls over a quarter of the global market. The potential FCC ban on China-sourced optical transceivers instantly turns Innolight into a net loser, while boosting the prospects of Coherent and Lumentum Reuters is now reporting that the US FCC, which regulates the American telecom sector, is considering a ban on China-sourced optical transceivers that convert electrical signals into light pulses via an LED, and at the other end of […]
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