United States — Federal Communications Commission & Counterpoint Research

United States — Federal Communications Commission: The FCC is the primary regulator drafting and implementing the ban on Chinese optical transceivers, expanding its Covered List to protect US data center infrastructure.

Counterpoint Research: Counterpoint Research provided market share data showing Zhongji Innolight's dominant 27% share of the global data center transceiver market.

United States — Federal Communications Commission: The FCC implemented the ban, adding advanced robotic devices and power inverters to its Covered List, citing national security risks. This action directly shapes the regulatory environment for these technologies.

Counterpoint Research: Counterpoint Research provided market share data for Unitree Robotics, supporting the analysis.

United States — Federal Communications Commission: Restricted new equipment authorizations for foreign-made advanced robotic devices, affecting Unitree Robotics and potentially reducing U.S. humanoid sales.

Counterpoint Research: Counterpoint Research provided data on market share and competitive advantages, informing the industry outlook.