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In light of market turbulence prompted by Morgan Stanley’s report, which referenced “potential FCC regulations that could restrict China’s 3.2T optical modules,” a representative from Changguang Huaxin’s investor relations hotline shared insights with the press. The representative confirmed that the company is aware of Morgan Stanley’s research summary, emphasizing that the report is not an official document. As such, the accuracy of its claims and their potential implications are yet to be verified. Moreover, the report’s projections center on 3.2T optical modules, which are not anticipated to see significant adoption until around 2028–2029. The representative highlighted that the current market continues to be driven by 800G and 1.6T modules, indicating that there will be no substantial short-term repercussions for China’s domestic optical chip industry.
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