中文翻译
只是一个洗澡时突然冒出来的想法： 像 $AVGO 这样的竞争对手，如果用 2.8 亿美元收购 $MRVL 的上游光源 $SIVE，那会很聪明。 这样你就能控制他们短中期的光子学路线图，连 Celestial 也在你手里。 有点像 $QLCM 当年把 Alphawave 和 OpenLight 生态圈拿下。 已经有不少对冲基金在谈潜在并购机会了。 问了 Gemini，回答还挺好笑。
· 供应链分析
设想 Broadcom 收购上游光源后控制 Marvell 短中期光子路线图。
英文原文
Just a shower thought: Would be smart for a competitor like $AVGO to buy $MRVL upstream light source for $280M with $SIVE. Then you control their short-mid term photonics roadmap with Celestial. Kind of like $QLCM did with Alphawave and OpenLight ecosystem. Quite a few hedge funds already talked about potential M&A opportunities. Asked Gemini, response was funny