Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?
AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position in the global AI data center supply chain may increasingly depend on more than technology and manufacturing capacity. Potential US supply-chain restrictions are emerging as another critical variable.
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