Over the last several months, we’ve been closely watching the ongoing trade negotiations between the US and China, both in general and as it pertains to the optical networking industry.
Thursday, September 6, marked the end of the consultation period on the imposition of a round of tariffs of up to 25% on up to $200 billion of Chinese goods. The US Government is expected to release a statement specifying dollar amounts and percentages today, September 14, but this may be delayed due to the landfall of Hurricane Florence.
In the meantime, the US has extended an invitation to its Chinese counterparts to yet another round of trade talks. However, unlike the previous discussions, there is no assurance that implementation will be postponed pending the results of these talks.
While this tranche of tariffs is not expected to include optical transceivers or other C1 products, we will continue to monitor this situation and are prepared to manage any potential outcome. Be sure to stay tuned to our blog for regular updates.