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09.3.2026

Chinese Optical Transceiver Ban: What Procurement Should Know

Chinese suppliers hold 60% of the optical transceiver market. What the proposed FCC import ban covers, and what procurement should do now.
07.13.2026

NIC Lead Times Just Hit 52 Weeks. What China's H200 Move Means for What's Next

Network interface card lead times just hit 52 weeks. Get Fusion's Q3 2026 market update on NIC pricing, the H200 approval, and what to source now.
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