Unfortunately, I have the feeling this is more "vibes" based than anything else, or projection on the behalf the person proposing it, because something like this is exactly what they think they would do. Force a corporation to hot patch a malicious firmware update to cripple the Internet infra of an adversary nation. My problem with that line of thinking is that technically, even American companies have an incentive to do that once they get big enough, and picking the American manufacturers who get to be winners essentially guarantees they will become big enough to be problematic. I have a much bigger problem with that.
The side effect of causing an entire country's worth of enterprises to suddenly have to replace all of their networking gear stock is surely only a coincidence, and not beneficial to someone's portfolio, of course.
topspin•2h ago