· 供应链分析
相关概念： Pluggable 可插拔光模块
西方供应链迎来了一个非常实质性的催化剂，涉及 $AAOI、$SIVE/Jabil、$LITE 和 Coherent：特朗普政府正在起草一项禁令，禁止新的中国光模块(Optical Transceivers)和直流(DC)设备。这可能会打击中国的中际旭创(Innolight)、新易盛(Eoptolink)以及其他中国光互连(Optical Interconnect)供应链。“该机构将禁止所有新型光模块的进口，然后豁免许多非中国供应商的限制。”我们可能会看到供应链出现更大的分化，西方玩家的重要性将进一步提升。
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.