None
EN
Optical transceivers may follow US import bans on robots, routers, inverters and drones
['David Manners', 'David Manners Has More Than Forty-Years Experience Writing About The Electronics Industry', 'Its Major Trends', 'Leading Players. As Well As Writing Business', 'Components', 'Research News', "He Is The Author Of The Site'S Most Popular Blog", 'Mannerisms. This Features Series Of Posts Such As Fables', 'Markets', 'Shenanigans']
Electronics Weekly
Following its import bans on Chinese drones, routers, inverters and robots the US government is said to be drafting a ban on optical transceivers, reports Reuters.
The move aims to prevent China from stealing data, installing malware or disrupting services in US datacentres.
US transceiver suppliers Lumentum, Coherent and Applied Optoelectronics saw their share prices jump on the news.
Innolight, the Chinese transceiver company which has 27% world market share, is likely to be the biggest loser.
The way the US is likely to implement the ban will be to ban all imports of transceivers and then exempt friendly non-Chinese suppliers from the ban.