· 供应链分析

SIVE募资扩产InP激光器,暗示代工产能分配及供应链扩张。

涉及标的:

相关概念: InP 磷化铟衬底

中文翻译

$SIVE 正在筹集约 6100 万美元(6 亿瑞典克朗)以扩大磷化铟(InP)激光器和光放大器的制造产能。 Sivers 采用轻晶圆厂(fab-lite)模式,因此这可能暗示正在为跨 Jabil 及其其他合作伙伴的连续波分布反馈(CW DFB)激光器增产寻找代工产能分配/扩产。 这也可能 https://t.co/8F1cMcCxfB

英文原文

$SIVE is raising ~$61M (600M SEK) to expand manufacturing capacity for InP lasers and optical amplifiers. Sivers operates as a fab-lite model so this is likely hinting at foundry allocation/scaling for CW DFB laser ramp across Jabil, and their other partners. It could also https://t.co/8F1cMcCxfB

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