Dr.Hash“Wesley”
@CryptoApprenti1
Founder of Block Infinity, Poker player, Trader, Chinese whale, @drhashclub , #Binance#: 币安一键注册
Joined January 2021
1.4K Following 209.8K Followers
这傻子又嗨了😁
A very material catalyst came about for Western supply chains from $AAOI, $SIVE / Jabil, to $LITE and Coherent:
The Trump administration is drafting a ban of new Chinese optical transceivers and DC devices.
Which would likely hit China’s Innolight, Eoptolink, and other Chinese optical interconnect supply chains.
"The agency would ban all imports of new transceiver models and then exempt many non-Chinese suppliers from the restrictions"
We'll likely see a larger bifurcation of supply chains with even greater importance put on Western players.
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