"Potential FCC rules on optical transceivers more likely to come at 3.2T" - $LITE, $AAOI, $COHR, $SIVE. Morgan Stanley met with Washington officials: ...

"Potential FCC rules on optical transceivers more likely to come at 3.2T" - $LITE, $AAOI, $COHR, $SIVE.Morgan Stanley met with Washington officials:- Restrictions would likely start at 3.2T modules made in China (800g/1.6T would be left alone)- Potential restrictions would likely keep laser market tight (combining US DSPs + lasers could meet the 65% US value threshold per MS)- Chinese modules could qualify if 65% of bill of materials is US content. Chinese modules using US DSPs and lasers are...