Top 3 Debates Across The Goldman Desk On Potential Chinese Optical Networking Import Ban

According to recent media reports, the Trump administration is drafting a ban on US imports of Chinese data center components, with the Federal Communications Commission (FCC) working on measures to bar imports of Chinese made optical modules (a note today from B Riley speculated that a ban on Chinese components isn't actually going to happen but is merely diplomatic positioning ahead of the Trump-Xi summit).

Following the ban report, three key debates promptly emerged in conversations on the Goldman trading desk around the potential impact; mainly, why industry leaders continue to gain client traction, capacity and cost efficiency implications, and production base diversification.