$720
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SIVE 的终端用户是谁
以防你还在想 $SIVE 的终端用户到底是谁： Sivers 激光 -> $AMZN（Marvell 的 8-K SEC 文件里有） Amazon 和 Celestial 之间有 “photonic fabric” 的采购协议，而这条链通过两跳关系映射到 Sivers 激光。 协议里 Marvell 的股份价值按 87 美元/股算，所以 Amazon 有很强的动力尽可能多买（Marvell 现在股价已经 139 美元以上了）。 这些量产订单对 $SIVE 最有帮助，因为他们体量小。 我只是想指出这一条关系。 但在 7.2 亿美元市值下…… 市场显然漏掉了 Sivers 作为未来超大规模云光学超级周期里关键激光供应商的角色。
英文原文
Just in case you were wondering who the end users of $SIVE likely were: Sivers lasers -> $AMZN (Marvell's 8-K SEC filings). Amazon has purchase agreements for "photonic fabric" from Celestial, which maps to Sivers lasers through two-hop connections. Marvell's share value under the agreement was $87/share, so Amazon is very incentivized to buy as much as they can (Marvell is trading at $139+). These volume orders help $SIVE the most out of this supply chain, given their size. This is just one-relation to Amazon, I wanted to point out. But at $720m MC... Markets missed Sivers as the critical laser supplier for the upcoming hyperscaler optical supercycle based on new architectural changes.
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700M 市值的 MRVL/JBL 激光供应商很少见
当然会了？你什么时候见过一家具备 $MRVL 和 $JBL 激光供应商地位的公司，市值才 7 亿美元？ 其他激光公司，比如 $MTSI 和 $LITE，现在都在几十亿美元市值区间，而 $SIVE 只有大约 7.2 亿美元。 至于 $ALRIB，既是 $MSFT Quantum 的供应商，又是 $IQE / Fujitsu 量子点业务的供应商，市值只有 3.5 亿美元，这也极其罕见。 你得知道自己持有什么，这样就不用问这种问题了。
英文原文
Of course? When do you ever see the $MRVL and $JBL laser supplier at $700m MC? All the other laser companies like $MTSI and $LITE are in the tens of billions right now and $SIVE is ~$720m. As for $ALRIB it’s extremely rare to have $MSFT Quantum supplier as well as $IQE / Fujitsu quantum dot arm supplier at $350m mc. Important to know what you hold so you don’t need to ask these kinds of questions