FCC reportedly drafting curbs on new-model Chinese optical transceivers

The Federal Communications Commission is reportedly preparing a proposal to add new-model optical transceivers made in China to its Covered List, which would restrict their import. The rule has not been published, and open questions include how new models and Chinese manufacturers are defined and whether a transition period applies. For Lumentum, a US-based supplier of optical components, the draft is a potential tailwind if it reduces competition from Chinese module makers.

• Proposal would expand the FCC Covered List to restrict imports of new-model Chinese-made transceivers
• Not yet officially released; definitions and transition period still unclear
• Officials reportedly aim to publish before end-2026