A foreign broker suggested the FCC may target 3.2T optical transceivers and require 65% US-made components, but these are unconfirmed rumors. Meanwhile, Marvell issued a massive FY31 revenue target of $70-90B, implying 65% CAGR in its interconnect business.
Ignore the policy noise; the real story is Marvell's $70-90B FY31 target, which underscores a multi-year boom in optical communications that Chinese leaders are well-positioned to capture.
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