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If you take qualcomm (tplink and netgear use this for example), only standards development and frontier RF r&d happen mostly in the US. Most of the RFIC, RTL+firmware+software is mostly from their GCCs in India. Fab in TSMC. Assembly in China.

So what's the plan here.

To do with electronics what they do with cars, raise the barrier to entry to give domestic manufacturers an edge. Except with routers there is no inherently US category of device with tax loopholes carved out like there is with cars; i.e. big-ass trucks and SUVs.

The cynical side of me expects that approval for sale in the US will require some kind of surveillance back door as well.

Do I wanna know why? I don't wanna know why.
The ban also includes a 2027 cutoff date for security updates to any unapproved routers. Given the long replacement cycle on home routers, I think the bigger security risk will end up being the millions of people using routers with unpatched security vulnerabilities…
Canadians and Mexicans may start supplying banned tech into the US like the rum-runners of old.
I kind of wonder if we can also fix the "every device has internet access" problem.

All consumer routers let anything out. Your TV, your refrigerator, your microwave oven have unfettered access to the mothership - and data collectors/advertisers.

I think with 5g and 6g these devices might be getting other channels, and the two combined will just give us a huge proxy for the routers they are banning.

Does this include ubiquiti? I can’t tell if that’s “consumer” or business/enterprise.
Not "new routers" but "new router models".