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

A potential 65% US-content rule could restrict Chinese CPO manufacturers' component sourcing. AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T.

• Rule would require 65% US content in products
• Restrictions would hit Chinese CPO manufacturers
• Optical transceivers advance from 800G and 1.6T to 3.2T