特朗普政府拟禁中国光模块，利好西方供应链

A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent:

The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices.

Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains.

"The agency would ban all imports of new transceiver models ​and then exempt many ⁠non-Chinese suppliers from the restrictions"

We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.