Scarce partsChecking the exchange…
Optical transceivers on the FCC Covered List by Dec 31?
Yes if transceivers listed by Dec 31
Will US regulators add optical transceivers or modules to the FCC's banned equipment list by the end of 2026?
The rule
Yes if the FCC Covered List, updated by December 31, 2026, names optical transceivers or modules by producer or by country of production, no otherwise.
Settles on a regulatory filing.
Source: Federal Communications Commission, Covered List
What would move the Call
- A vote or public notice converting the reported optics draft into a Covered List entry before December 31 would raise the number.
Closes
Dec 30
7:00 PM ET
The thesis
Are the US and China building two separate AI markets, or only two markets for chips?
A test is listed when its specification is admitted and a divergence names two sides. The open markets →
Question, rule and source from the DeepStack engine, data as of Nov 10, 2026. Analysis and opinion, not investment advice.
