03308 — A US import ban on Chinese optical modules is being drafted. Zhongji Innolight, the world's largest maker, is right in its path — yet the stock's losses narrowed today. The policy, led by the FCC, would restrict Chinese-made optical transceivers from US AI and data-center infrastructure, with officials aiming to implement within 2026. Here's why the sell-off faded: the supply chain already moved. Chinese leaders began building Thailand capacity around 2022 — now the overseas backbone. Per reports, Southeast Asia (Thailand + Malaysia) covers ~90-95% of Innolight's North American shipments, with domestic lines handling only urgent top-ups. By 2025, US-based production was already in motion. Short term, the tape trades sentiment. Medium term, it watches how the rules get written. Long term, it comes down to product, yield and delivery. Policy can change the shipping address. It's harder to change who's best at making the modules. → NFA. For informational purposes only.

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