中文翻译
@Yeshuaisking11 对于关键矿产，我原本就预料到西方需要尽可能多的补贴来与中国竞争。 美国政府入股 $GFS 以支持共封装光学(CPO)并不在我的预期之内。但这确实表明 CPO 已成为算力供应链的优先事项，且他们已将格芯(Globalfoundries)打造为本土冠军。 我认为这对所有参与美国 CPO 供应链的西方玩家如 $LITE / $SIVE 都是利好。但对世界其他地区的相关企业则不然。
· 供应链分析
美政府入股GFS推CPO，利好西方供应链玩家。
相关概念： CPO 共封装光学
英文原文
@Yeshuaisking11 I kinda expected it for critical minerals since Western needs as much subsidies as possible to compete with China. US Gov taking a stake in $GFS for CPO was not on my calendar. But it does go to show CPO becoming a compute supply chain priority and they made Globalfoundries a domestic champion. Which my thoughts are that it's positive for all the Western players this US CPO supply chains like $LITE / $SIVE. Not so much for other parts of the world.