中文翻译
$MRVL 很可能会把那个 interposer 封装 IP 变成内部能力。我原本就预计他们会在后面把 $POET 设计出去，只是没想到这么早。 他们完全可以直接从 $LITE 或 $SIVE 这种公司买激光器，然后自己搭建整个流程。 激光设计比封装难得多。
· 供应链分析
MRVL 可能自研中介层封装
英文原文
$MRVL will likely do that interposer packaging IP in-house. I did expect them to design out $POET down the road, just not this early. They can just buy lasers directly from someone like $LITE or $SIVE and build the process themselves. Laser design is much much harder than the packaging side of things.