中文翻译
我花了更多时间看 $SIVE 财报电话会记录，非常看多： - $JBL 可插拔合作为 $SIVE 带来了更多光收发器请求。 所以我猜也许是 Innolight/Eoptolink 和其他大玩家。 - 在 Win Semi 之外还有更多激光产能……
· 供应链分析
SIVE财报电话会看多：JBL合作带来更多光收发器请求。
英文原文
Had some more time go through $SIVE earnings transcript, it’s very bullish: - $JBL pluggable partnership led to more optical transceiver requests for $SIVE So maybe Innolight/Eoptolink and other large players are my guess. - More laser capacity on top of Win Semi with more https://t.co/ZaptyNiSv1