Regarding the potential ban on Chinese optical transceivers and DC equipment, it’s highly likely that the FCC (Federal Communications Commission) will follow the same playbook as before, rather than introducing entirely new policies. Similar to the bans on drones/America, routers, humanoid/quadruped robots, and power inverters, they’ll likely use the FCC Covered List mechanism. The specific process might look like this: 1) A cross-agency national security body convened by the White House first issues a 'National Security Determination,' concluding that certain 'foreign-made' equipment poses an 'unacceptable risk' to U.S. national security. 2) Based on this, the FCC adds the equipment to the Covered List. 3) New models cannot obtain FCC equipment authorization, meaning they can’t be imported, marketed, or sold in the U.S. 4) This only applies to new models—previously authorized models can still be sold and used. Consumers who’ve already purchased them won’t be affected. 5) There’s a conditional approval loophole: manufacturers can apply for exemptions from the Department of Defense (DoD) or Department of Homeland Security (DHS), usually requiring supply chain proof + a U.S.-based production plan. From publicly available information, it seems highly likely they’ll stick to the same Covered List + National Security Determination approach, rather than drafting entirely new legislation or imposing direct export controls via the Department of Commerce. In recent years, the FCC has been using this tool to rapidly expand its regulatory scope (drones → routers → robots/inverters → now optical modules). It’s efficient, targets 'new equipment,' minimizes impact on existing inventory, and aims to 'block risks at the source.' The short-term impact on the supply chain will likely follow a similar pattern—new stock gets stuck, old stock can still be used, finding alternatives takes time, and costs go up.