India, Aug. 13 -- According to recent media reports, the U.S. Federal Communications Commission (FCC) is drafting a proposal that would expand its Covered List to restrict imports of new-model optical transceivers manufactured in China.

TrendForce notes that since the proposal has not yet been officially released, several key issues remain unclear, including the definition of "new models," the criteria for determining "Chinese manufacturers" (e.g., company nationality, inclusion on the Covered List, or manufacturing location), and whether any transition period will be provided. Therefore, it is believed to be too early to interpret the proposal as a comprehensive ban on Chinese optical transceivers.

In the short term, U.S. customers wil...