FCC's Little-known Plan to Ban Chinese 3.2T Optical Transceivers - These 2 Stocks Win Big

Bullish

What Happened

Morgan Stanley's Washington team learned that the FCC may restrict Chinese-made 3.2T optical transceivers, with a potential exemption if 65% of the bill of materials comes from US suppliers.

Bottom Line

FCC regulations targeting 3.2T optical transceivers could create a near-win-win for LITE and COHR, with limited near-term revenue impact.

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