The Federal Communications Commission has released a notice today designating any consumer routers manufactured outside the US as a security risk. The rule states that new foreign-made product models for network routers will land on the Covered List, a set of communications equipment seen as having an unacceptable risk to national security. Previously purchased routers can still be used and retailers can still sell models that were approved by the prior FCC policies. In an exception to the usual rule, routers included on the Covered List can continue to receive updates at least through March 1, 2027, although the date could potentially be extended.

The move stems from a goal in the White House’s 2025 national security strategy that reads: “the United States must never be dependent on any outside power for core components—from raw materials to parts to finished products—necessary to the nation’s defense or economy.” The notice from the FCC states that companies can apply for conditional approval for new products from the Department of War or the Department of Homeland Security. However, that requires the businesses to provide a plan for shifting at least some of their manufacturing to the US in order to receive that conditional approval.

Few, if any, brands known for consumer-grade routers currently build products stateside. It seems likely this sweeping provision could face legal challenges from and cause confusion for the many companies that have production facilities overseas. In addition to Chinese tech giants like TP-Link, US companies will also be affected. NetGear, Eero and Google Nest are all headquartered domestically but have manufacturing in Asia. At least some of that manufacturing activity happens in regions like Taiwan that have historically been on good terms with the US. Until the sector sorts out this new restriction, don’t expect to see any new router models on store shelves.