中文翻译
我觉得这很合理。超大规模云服务商对经过认证的800G或1.6T光模块(Optical Transceivers)的需求严重超出供应，就像内存(Memory)一样，这是意料之中的。 而且现在才2026年，最大的增长加速期预计发生在2028年，这也是$LITE、$COHR等公司目前正处于重定价(Repricing)周期的主要原因。
· 供应链分析
光模块供需缺口持续，2028年迎增长高峰，相关股正重定价。
英文原文
Seems reasonable to me. It's expected hyperscaler demand for qualified 800G or 1.6T optical transceivers severely outstrips supply like memory. And it's only 2026, biggest growth ramp is expected to happen 2028, which is the largest part of why $LITE, $COHR, and others are going through a repricing cycle right now