· 供应链分析
官方确认：$JBL 将为他们的光学收发器使用 $SIVE 激光。 今天的消息： “Jabil 计划使用 Sivers 的高性能分布反馈（DFB）激光，开发 1.6T 线性接收光学（LRO）收发器模块。” Jabil Photonics： “与 Sivers 合作将使我们能够大规模交付满足数据中心性能和功耗目标的 1.6T LRO 方案。” 你在哪儿见过 hyperscaler 供应链里的‘光源’…… 而且还是在 5 亿美元市值下？ 我们之前在 OFC 物理渠道里已经听到过暗示，但很多机构需要这样的正式确认。
IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers. Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high-performance Distributed Feedback (DFB) lasers" Jabil Photonics: :Working with Sivers will allow us to deliver a 1.6T LRO solution that meets both data center performance and power targets at scale" Where have you seen the LIGHT SOURCE for hyperscaler supply chains... At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.