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At an Oct. 9 online briefing, Tianfu Communication said recent overseas import/export policy restrictions reported in the market do not cover its products. The company’s core business is R&D, production and sales of passive and active optical components; the policies released so far do not constrain optical components and therefore do not affect its operations. Tianfu said North America accounted for about 1.28% of revenue in 2025. On-hand orders and customer demand remain robust; the company will proceed with global capacity expansion in an orderly, demand- and project-driven manner.