中文翻译
Win Semi 负责扩产……这也是我看多 $SIVE 的原因，这样他们就不用自己烧 capex 去处理这件事。 世界上能做这类事的公开上市公司没几家，而且它们都已经是几十亿美元市值了。 $JBL 专门选 Sivers 是有原因的。Ayar 也是。和 $LITE、$MTSI 等相比都一样。 只看市值就低估这家公司的人真的太多了。
· 供应链分析
Win Semi 负责扩产
英文原文
Win Semi handles expansion… that’s why I was bullish on $SIVE so they don’t need to burn through capex handling this. There’s only a few publicly traded companies in the world that can do this and they’re all in the tens of billions. There’s a reason $JBL selected Sivers in specific. Same with Ayar. Compared to $LITE, $MTSI and the others. People really underestimate the company just by looking at the MC.