中文翻译
Trendforce 报告称，$AMD 正积极通过多个主要采购订单来确保连续波激光(CW laser)的供应…… 这可能是瓶颈的开端吗？ 除了 $SIVE 或 $AAOI 以及可能的 Macom 之外，西方供应链中几乎没有多少独立产能了。
· 供应链分析
AMD抢购CW激光，西方供应链产能稀缺，瓶颈或刚开始。
英文原文
Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders... Is probably just the start of the bottleneck? There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom.