中文翻译
@O_bhaina $MRVL 长期会从把封装流程垂直整合中受益。 我猜他们很可能只是达成一笔交易，然后直接从 $SIVE、$MTSI，也许还有 $LITE 那里买激光器。
· 供应链分析
MRVL 长期受益于垂直整合
英文原文
@O_bhaina $MRVL benefits long term by vertically integrating the packaging process. They will likely just make a deal and buy lasers directly from $SIVE, $MTSI, and maybe $LITE is my guess.