The US Federal Communications Commission (FCC) is tasked with regulating both wired and wireless communications, which also includes a national security component. This is how previously the FCC tossed networking gear made by Huawei and foreign-manufactured drones onto its Covered List, effectively banning it from sale in the US. Now foreign-made consumer routers have been added to this list, barring explicit conditional approval on said list that would exempt them during a ‘transition phase’.
As per the FCC fact sheet, this follows after determination by an interagency body that such routers “pose unacceptable risks to the national security of the United States [..]”. This document points us to the National Security Determination PDF, which attempts to lay out the reasoning. In it is noted that routers are an integral part of every day life, and compromised routers are a major risk factor, ergo it follows that only US-manufactured routers are to be trusted.
These – so far fictional – US-manufactured consumer routers would have to feature ‘trusted supply chains’, which would seem to imply onshoring a large industrial base, though without specifying how deep this would have to go it’s hard to say what would be involved. The ‘supporting evidence’ section also only talks about firmware-related vulnerabilities, which would imply that US firmware developers do not produce CVEs.
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