中文翻译
关于 $POET 年度股东大会及光通信市场阅读的一些笔记： - “前三大激光器供应商占据 68% 的市场份额，且未来两年完全售罄” $LITE 首席执行官表示短缺将持续至 2028 年，因此 POET 隐含确认激光器短缺将延续至 2029 年。 - https://t.co/Lx8IHQ9fyK
· 供应链分析
POET 暗示激光器短缺将延续至 2029 年，加剧供应紧张。
英文原文
Just some notes on $POET AGM and read through on optical markets: - "The top three laser suppliers control 68% of the market, and they’re completely sold out for the next two years" $LITE CEO said into 2028, so POET implicitly confirms laser shortage is going into 2029 now. - https://t.co/Lx8IHQ9fyK