Just finished discussing the bullish outlook for the optical interconnect sector this morning, and now the policy with the biggest impact on the U.S. optical interconnect sector has arrived so quickly. Reuters reported today that the Trump administration is drafting a ban to restrict the import of new Chinese-made data center components into the U.S., with the Federal Communications Commission (FCC) responsible for implementation. The measure specifically targets new Chinese optical transceivers, which enable high-speed data transmission within data centers via fiber optic cables. Officials hope to announce and enforce this policy within the year. China's optical interconnect supply chain is a critical part of U.S. data centers, and this could potentially hit Chinese companies like Innolight, Eoptolink, and other players in China's optical interconnect supply chain. It also means that photonics, silicon photonics, and the entire optical interconnect supply chain in Europe, Japan, and the U.S. will become even more important and critical due to geopolitical factors. The optical interconnect stocks mentioned this morning are all surging in pre-market trading. If this measure is indeed implemented, we might see even greater fragmentation in the optical interconnect supply chain, with Western players in Europe and the U.S. gaining more significance.