Chinese optical component suppliers
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 29, 2026 by Michael Hurlston · across every show →
Everything said about Chinese optical component suppliers, oldest first
Jul 29, 2026 neutral
Hurlston: Chinese Optical Suppliers Have a Significant Presence in US Data Centers
“Between the U.S. Optical component suppliers and how much we supply into the Chinese data centers, very little. We don't supply very much gear into the Chinese data centers, whereas Chinese optical component suppliers, some of our competitors, have a pretty bi…”