中文翻译
感觉 $SIVE 应该比 $POET 获得高得多的估值，而后者主要集中在先进封装领域。$LITE 和 $COHR 因供应 EML 激光器而获得高额溢价。然后 $SIV 为硅光子学/共封装光学(CPO)提供激光器……但估值只有 $POET 的 1/6……是 Ayar 的 1/20（当然他们是多源采购）。至于 $ACMR 则不够新，需要跟上。
· 供应链分析
认为SIVE硅光子激光器业务估值偏低，应高于POET等公司
涉及标的： $ACMR$COHR$LITE$POET$SIV$SIVE
英文原文
Feels like $SIVE should deserve a much higher valuation than $POET, which is mainly on the advanced packaging side. $LITE and $COHR get huge premiums for supplying EML lasers. Then $SIV does the lasers for silicon photonics/cpo… but is 1/6th the valuation of $POET… and 1/20th the valuation of ayar (granted they do multi-source though). As for $ACMR not as up to date, need to catch up