原文：

原文：
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.

翻译：
一个非常重要的催化剂出现在西方供应链中，从 $AAOI，$SIVE / Jabil 到 $LITE 和 Coherent：

特朗普政府正在起草一项禁止新型中国光学收发器和直流设备的禁令。

这可能会影响中国的 Innolight，Eoptolink 和其他中国光学互连供应链。

"该机构将禁止所有新型收发器的进口，然后豁免许多非中国供应商的限制"

我们可能会看到供应链的分化加剧，西方玩家将变得更加重要。