Coherent sells competing transceivers, and the proposed ban could steer some government demand its way. The rules start narrowly, allow 5 years for compliance, and US suppliers lack replacement scale, so Coherent's outlook remains unchanged.
A restriction could steer some government demand toward Coherent. But the proposal starts with sensitive systems, allows 5 years for compliance, and US suppliers lack the scale to replace Chinese makers. Industry groups also warn of supply disruptions. The possible opening is too limited and uncertain to change Coherent's outlook.
Lumentum sells competing transceivers, and the proposed ban could steer some government demand its way. The rules start narrowly, allow 5 years for compliance, and US suppliers lack replacement scale, so Lumentum's outlook remains unchanged.
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