2026-04-29 · 供应链分析

SIVE 可能迎来 CHIPS Act 第二轮

中文翻译

提示一下……$SIVE 的 CHIPS Act 第二轮资金很快就要来了（这和 CHIPS Act 的续周期相一致）美国政府不会随便把钱发给一家市值 10 亿美元的瑞典公司。这非常不寻常。市场很可能漏掉了什么。因为他们拿到了这些资金： -> $RTX 和 $ERIC 的波束成形器（空间/电信）。 -> BAE Systems 的 STAR 双工阵列（电子战中的雷达干扰）。国防主承包商很可能正在用 Sivers 的微芯片 IP 来造最终产品。至于最终产品……还有什么空间 + 军工承包商应用会涉及 LEO 卫星？我想你应该能猜到。这些国防主承包商并不是要在太空里播放泰勒·斯威夫特的 YouTube 视频…… 但商业衍生品也可以用于 SpaceX / Amazon LEO Kuiper 这类应用。不管怎样，你还拥有 AI 光子这条故事线，而这才是核心增长垂直领域。我最兴奋的还是光子……但你也顺手得到了一家由美国 CHIPS Act 背书、嵌入 Raytheon 和 BAE Systems 的公司，去做那些他们在太空里想搞的黑科技。只是没人知道精确时间线和应用，因为 CHIPS Act 国防合同就是这种性质。但它也许会在未来的财报里突然出现。

英文原文

Hint... $SIVE CHIPS Act round 2 incoming soon (consistent with the CHIPS Act renewal cycle) The U.S. government doesn't just give out funding to random $1B Swedish companies. It's highly unusual. And there's probably something markets are missing. Since they got funding for: -> $RTX and $ERIC Beamformers (space/telecom). -> BAE Systems for STAR duplex arrays (radar jamming during electronic warfare) Defense Primes are likely using Sivers microchip IP to build the final products with this. As for the final products... What other space + military contractor applications are there involving LEO satellites? And I think you can guess. The defense primes aren't trying to play Taylor Swift Youtube videos in space... But the commercial spinoff can also be used for SpaceX/Amazon LEO Kuiper type applications. Regardless, you have the side of the AI photonics story, which is the core growth vertical. I'm most excited for photonics... but you also happen to get a company backed with U.S. CHIPS ACT embedded in Raytheon and BAE Systems for whatever black magic they want to do in Space. Just nobody knows exact timeline + applications because due to the nature of CHIPS ACT defense contracts. But it might appear randomly in financial statements down the road.

在 X 上查看原推 ↗