WS #13444
Holding: newest synthesis is 97d 19h old
Reuters reported the US is drafting a ban on Chinese optical transceiver imports, which has slammed Chinese AI hardware names and is a negative for US optical component makers (COHR, GLW, SNDK), though Jefferies downplays the risk as a negotiating tactic.
US optical transceiver ban on China
Reuters reported the US is drafting a ban on Chinese optical transceiver imports, which has slammed Chinese AI hardware names and is a negative for US optical component makers (COHR, GLW, SNDK), though Jefferies downplays the risk as a negotiating tactic.