· 供应链分析

AAOI 也可能是潜在客户

涉及标的:

中文翻译

谢谢提醒。 $AAOI 也有可能是其中之一,因为他们在 OFC 上宣布了一个 ELSFP。 他们通常都是自家代工,然后卖成品光模块。他们有这种可选性。 但我不认为这和 $SIVE 设计进 Celestial 的架构是一样的?我得再研究一下。

英文原文

Thanks for reminding me. It's possible for $AAOI could to be one since they announced a ELSFP at OFC. They usually just do captive and sell the finished optical transceivers. They have the optionality to. But I don't think it matches the same architecture that $SIVE designed into Celestial? Will need to look into it more.

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