Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?

T2Covered by 1 source · first reported by DigiTimes (headlines) at 12 Oct, 02:16 UTC

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…

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• T2Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?DigiTimes (headlines)12 Oct, 02:16