In December, the Federal Communications Commission banned all future drones made in foreign countries from being imported into the United States, unless or until their maker gets an exemption. Now, the FCC has done the exact same for consumer networking gear, citing “an unacceptable risk to the national security of the United States and to the safety and security of U.S. persons.”
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The US government just banned consumer routers made outside the US
If you already have a Wi-Fi or wired router, you can keep on using it — and companies that have already gotten FCC radio authorization for a specific foreign-made product can continue to import that product.
But since the vast majority — if not all — consumer routers are manufactured outside the United States, the vast majority of future consumer routers are now banned. By adding all foreign-made consumer routers to its Covered List, the FCC is saying it will no longer authorize their radios, which de facto bans new devices from import into the country.
Now, router makers need to A) secure a “conditional approval” that lets them keep getting new products cleared for US entry while they work to convince the government that they’ll open up manufacturing in the US, or B) make the decision to skip selling future products in the US, like dronemaker DJI already did.
Like with the foreign drone ban, the FCC has a National Security Determination that it says justifies these actions, one which claims that “Allowing routers produced abroad to dominate the U.S. market creates unacceptable economic, national security, and cybersecurity risks,” and that “routers produced abroad were directly implicated in the Volt, Flax, and Salt Typhoon cyberattacks which targeted critical American communications, energy, transportation, and water infrastructure.”
“Given the criticality of routers to the successful functioning of our nation’s economy and defense, the United States can no longer depend on foreign nations for router manufacturing,” reads another passage.
It is true that a great many router vulnerabilities have surfaced over the years, which make them a popular target for hackers and botnets. It is also true that one China-founded company, TP-Link, is dominant in the US consumer market; US authorities had previously considered a specific TP-Link ban due to that dominance and national security concerns. (TP-Link has been attempting to distance itself from China, splitting off from the Chinese entity in 2022, establishing a global headquarters in California in 2024, and suing Netgear in 2025 for suggesting that TP-Link had been infiltrated by the Chinese government.)
It is not clear how simply moving production of routers domestically would make them safer. In the Volt Typhoon hack, Chinese state-sponsored hackers primarily targeted Cisco and Netgear routers, routers designed by US companies, according to the Department of Justice. They were vulnerable because those US companies had stopped providing security updates to the specific targeted routers, which had been discontinued by those companies.
While the FCC’s Covered List makes it sound like the US is banning all “routers produced in a foreign country,” it’s defined a bit more narrowly than that. It’s specifically banning “consumer-grade routers” as defined in NIST Internal Report 8425A, which refers to ones “intended for residential use and can be installed by the customer.”
“Virtually all routers are made outside the United States, including those produced by U.S.-based companies like TP-Link, which manufactures its products in Vietnam,” reads part of a statement from TP-Link via third-party spokesperson Ricca Silverio. “It appears that the entire router industry will be impacted by the FCC’s announcement concerning new devices not previously authorized by the FCC.”
Update, March 23rd: Clarified how TP-Link has distanced itself from China, and added company statement.
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The video game disc is dead, and Sony’s been planning to kill it for some time, according to a report out of Austria. The man who leads Sony’s discmaking operations, Sony DADC president Dietmar Tanzer, told ORF Salzburg that the company’s Thalgau plant produces 600,000 discs every day, half of which are for PlayStation. But since it’ll only be making 10 percent of that volume in 2028, it’s planning to retrain all 300 employees to work on optical microlenses instead.
Thalgau isn’t just one of Sony’s disc plants. It’s where the disc-making division is headquartered, and appears to be its only remaining wholly owned disc manufacturing facility. Sony made discs in the United States for decades, originally in Terre Haute, Indiana and later in New Jersey, but it closed the latter plant in 2011 and moved all manufacturing from Indiana to Thalgau in 2022. Today, the Indiana facility markets itself to automakers who need help packaging and assembling headlights and the like instead.
This transition didn’t happen overnight. A behind-the-scenes video from December 2024 shows that the Thalgau plant was already working on microlenses as of then:
Those lenses, too, are created using discs:
ORF Salzburg writes that Sony has now invested €30 million to manufacture these microlenses, and that mass production may begin “as early as next year.”
Microlenses are theoretically used in all kinds of emerging applications where you might want to bend light, including headsets, but it appears that Sony may cater to automakers here, too. The head of Sony’s micro optics division gave ORF Salzburg the example of “a car turn signal that is projected onto asphalt.”
All of this is to say: Sony didn’t make this decision in a hurry, and it isn’t likely to change its mind despite the predictable backlash. It’s been winding down disc manufacturing for decades, and it’s ripping off one last band-aid with PlayStation.
According to Sony DADC’s website, it has produced over 26.4 billion discs to date — the vast majority, 23 billion of them, were made between 1983 and 2022 in Terre Haute, Indiana.
This is how light can be used to transmit data
At Coherent’s Sherman, Texas facility, CEO Jim Anderson and NVIDIA CEO Jensen Huang detail how their plant is at the forefront of AI innovation. They describe using light to efficiently transmit data for AI data centers, explaining the technology to Will Cain. Coherent is set to quadruple its output by next year, demonstrating rapid growth.
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A new sodium-ion battery from Chinese battery giant CATL could eventually affect something much closer to home: the power grid that keeps your lights on. CATL has introduced its TENER Sodium Energy Storage System. The company says it is the world’s first field-validated sodium-ion energy storage system ready for commercial use.
Think big energy project, not phone upgrade. This battery is built for large storage sites that can support the grid. That kind of storage is getting more attention as electricity demand rises. AI data centers use a lot of power. Heat waves can strain local grids. Solar and wind power also need storage so electricity is available when people need it.
However, CATL has not announced a specific U.S. launch for this system. So, this is more about where grid storage may be headed than what your local utility will install tomorrow.
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CATL unveiled its TENER Sodium Energy Storage System in Munich as sodium-ion batteries move closer to commercial grid storage. (CATL)
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New sodium-ion battery targets grid storage
CATL just launched the TENER Sodium Energy Storage System in Munich, Germany. The company says cumulative shipments should reach 1 gigawatt-hour by the end of 2026. Deliveries in China are expected to start in September 2026. Global deliveries are scheduled to begin in June 2027.
That timeline shows sodium-ion batteries are moving closer to commercial use. The system is designed for stationary storage. In other words, it could help store electricity from solar farms, wind projects or other power sources for later use.
That becomes important when demand jumps during hot afternoons or renewable power drops later in the day.
Sodium-ion battery storage could ease lithium pressure
Most large battery storage projects today use lithium-based systems. Lithium works well, but supply chains can be tight. Prices can also move when demand climbs. CATL says sodium is more than 1,000 times more common than lithium. The company also says sodium is widely distributed around the world.
That could make sodium-ion batteries attractive for grid storage. These batteries do not need to be tiny enough for a phone or light enough for an electric car.
CATL isn’t saying sodium will replace lithium overnight. Instead, the company says sodium and lithium could work together in future energy storage systems.
For you, the larger point is choice. More battery options could help energy companies reduce their dependence on a single material.
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CATL says the battery fits existing systems
One of CATL’s bigger claims is that TENER Sodium can fit into existing lithium iron phosphate energy storage platforms. CATL says the system shares the same physical footprint as LFP systems. That could help developers avoid changing enclosures, redesigning projects or repeating certification steps.
The system delivers more than 30 megawatt-hours of rated capacity. CATL says each module weighs about 42 metric tons, or about 46 U.S. tons. The company says only 34 units are needed for a 1-gigawatt-hour storage site. The modular design also supports flexible storage durations of 1, 2, 4, 6 and 8 hours. That gives developers more room to tailor projects based on local power needs.
Sodium-ion battery design can handle tough conditions
The TENER Sodium system is built for large energy projects, not home use, with modules designed to store power for the grid. (CATL)
Battery storage has to work in places that get brutally hot or freezing cold. CATL says TENER Sodium is designed for better extreme-temperature performance, enhanced safety and lower operating costs. The company also says its battery management system gives the sodium-ion system an additional 20 percent safety margin compared with lithium-ion batteries.
The system also uses a top-discharge airflow design that CATL says reduces heat generation by nearly 30 percent compared with conventional systems. CATL says auxiliary power consumption drops from the industry average of 2 percent to 1 percent.
That could be useful for large grid storage projects, especially in places where heat, storms or heavy power demand can strain local systems. CATL also says TENER Sodium operates at only 65 decibels, which is 10 decibels lower than conventional systems. That could help address local concerns when battery storage sites are built closer to where power is needed.
Sodium-ion battery shipments signal commercial momentum
CATL says TENER Sodium has reached full commercial maturity across technology, production capacity and supply chain readiness. The company says it has worked on sodium-ion battery research and development since 2016. CATL also says it has invested about $1.4 billion, depending on exchange rates, over the past decade.
CATL has expanded sodium-ion production lines at its Fuding base in China. The company says that adds 40 gigawatt-hours of annual capacity. Another planned base in Jining, Shandong, could support 160 gigawatt-hours of sodium-ion battery production capacity. CATL also says it signed a three-year, 60-gigawatt-hour sodium-ion energy storage order with HyperStrong in April 2026. The company described it as the world’s largest sodium-ion commercial contract.
Those numbers show CATL is treating sodium-ion storage as a serious commercial product. That said, U.S. adoption is a separate question. American utilities, regulators and developers would still need to weigh cost, performance, supply chain risk and security concerns.
What this means to you
This sodium-ion battery system may never be something you buy directly. However, the technology behind it could still affect how electricity gets stored and delivered. If sodium-ion storage proves reliable, it could give energy companies another way to support the grid. That may become more important as AI data centers increase electricity demand.
Better storage can help utilities use power more efficiently. It can also help balance supply when demand rises quickly. Still, there are limits. A new battery chemistry will not fix old transmission lines, slow permitting or local grid bottlenecks by itself.
The real takeaway is that sodium-ion batteries could become part of the grid storage mix. They are not a magic fix, but they could help energy companies build more flexible storage projects.
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Kurt’s key takeaways
CATL’s new sodium-ion battery may sound like a faraway energy story, especially since there is no announced U.S. rollout yet. Still, it is important because the grid is under growing pressure from AI data centers, extreme weather and the need to store more renewable power. What stands out is the use of sodium, which CATL says is far more common than lithium. If this technology proves reliable in major energy projects, it could give utilities another way to store power and keep the grid steadier when demand spikes.
Would you be comfortable with Chinese-made battery systems supporting part of the U.S. electric grid if they helped make power more reliable? Let us know by writing to us at CyberGuy.com.
CATL says sodium is far more common than lithium, which could give energy companies another storage option as electricity demand rises. (CATL)
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