中文翻译
@UmidKD OE Solutions 的 sampling 才刚刚开始。ELS 线还没有客户，也没有 active qualification。 大概还早了 8 个月，hyperscaler 供应商甚至未必会决定去认证他们，但市场现在就是在把所有光学相关的东西都往上抬。
· 供应链分析
认为 OE Solutions 还太早，几乎没开始抽样
涉及标的： $OE Solutions
英文原文
@UmidKD Sampling has barely started for OE Solutions. No customers or active qualification for their ELS line. Probably 8 months too early and hyperscaler suppliers might not even decide to qualify them, but markets are moving up anything optical related.