中文翻译
@AD14977 我一直说 $POET 是最有可能在后面被设计掉的那个。 他们只是买激光器然后封装……而 $MRVL 完全可以直接去激光源头买，虽然这会让他们的路线图有些延迟。
· 供应链分析
POET 很可能被设计掉
英文原文
@AD14977 I've always said $POET is the most likely to get designed out down the road. They just buy lasers and package them... and $MRVL can just go directly to the laser source and do the same with some delays to their roadmap.