中文翻译
据我所知，自超大规模云服务商认为800G/1.6T光模块已是大宗商品(commodities)并提前获得批量折扣(volume discounts)以来，价格并未大幅上涨。但这类似于内存(memory)转变为结构性需求，加上超大规模云服务商为保障产能而带来的极端需求。如果看到它们开始涨价，我不会感到惊讶。
· 供应链分析
光模块或随超大规模云厂商锁定产能而结束低价，面临涨价预期。
英文原文
There haven't been much price hikes to my knowledge since hyperscalers were thinking 800g/1.6T are commodities + getting volume discounts earlier. But similar to memory transforming to something structural + extreme demand from hyperscalers securing capacity. Would not be surprised if we see them start hiking prices.