The US Federal Communications Commission (FCC) has published a final rule aimed at mitigating national security risks within the communications supply chain. The regulation, which was approved on July 22, will officially take effect 30 days after its publication in the Federal Register on September 11.
The new restrictions primarily target equipment containing logical hardware components manufactured by companies already included on the FCC's Covered List. Devices utilizing such components may be denied FCC authorization, though the scope of the rule remains relatively narrow.
Contrary to earlier market concerns, major Chinese optical communication firms such as Zhongji Innolight, Eoptolink, DSBJ, and TFC Optical Communication were not directly added to the FCC's restricted list. This follows reports from August suggesting a potential ban on Chinese data center components.
Representatives from Zhongji Innolight confirmed that the company had monitored market rumors regarding potential bans but noted that no such restrictive documents had been issued by the FCC. Following the announcement, shares of Zhongji Innolight, Eoptolink, and DSBJ saw gains on the stock market.
