中文翻译
$JBL 在炉边谈话中直接宣布…… 其 1.6T LRO 将在3-10个月内量产，并且需求过量。 $SIVE 很可能是这一特定光收发器的唯一激光供应商。 Ayar 最近融资5亿美元用于放量，而 $SIVE 是主要/……
· 供应链分析
JBL称1.6T LRO三到十个月内量产且需求过量，SIVE可能是唯一激光供应商。
英文原文
$JBL literally announced in their fireside chat… Mass production of their 1.6T LRO with excessive demand in 3-10 months. $SIVE is likely sole source laser supplier for this specific optical transceiver. Ayar raised $500M for volume ramp recently, and $SIVE is the primary / https://t.co/e9zTspSgFk