· 供应链分析
涉及标的： $AMZN$AVGO$GOOGL$INTC$JBL$LITE$META$NVDA$SIVE$SIVEF
Sivers <$SIVE/$SIVEF>为Jabil（270亿美元市值）<$JBL>的1.6T长距离光(LRO)收发器提供光源。 作为激光光源供应商。 这无疑是$SIVE（2.8亿美元市值）公司历史上——也是今天$NVDA GTC大会上——最大的新闻…… Jabil从$AMZN、$GOOGL和$META等终端用户那里带来约300亿美元以上的收入。 以及$NVDA、Arista、$AVGO和Cisco等OEM厂商。 尤其是在收购$INTC的硅光子(SiPh)光收发器业务后，他们在该领域已是一级供应商(Tier 1)。 Sivers为Jabil提供连续波分布反馈激光器(CW DFB laser)光源，应用于硅光子学(Silicon Photonics)和共封装光学(CPO)及超大规模云服务商供应链： 对于一家市值仅2.8亿美元的公司来说，这是难以置信的，而且他们是光子学领域我见过的最不知名却最具潜力的公司。 $NVDA GTC的消息只是进一步巩固了这一投资论点。 我认为他们真的有机会成为下一个$LITE。
Sivers < $SIVE / $SIVEF > powering Jabil ($27B MC) < $JBL > 1.6T LRO transcivers. As the laser light source. Is by far the biggest news from $NVDA GTC for Sivers ($280M MC) today... in history. Jabil brings in about $30B+ revenue from end users like $AMZN, $GOOGL, and $META. As well as OEMs like $NVDA, Arista, $AVGO, and Cisco. Especially after acquiring $INTC SiPH optical transceiver business, they're Tier 1 in the space. Sivers powering Jabil as the CW DFB laser source for Silicon Photonics and CPO and hyperscaler supply chains: At a $280M MC is incredible, and they're one of the most unknown yet highest potential company I've seen in the photonics sector so far. And the news from $NVDA GTC just cemented this thesis further. I think they genuinely have a shot at becoming the next $LITE.