中文翻译
@Berlinergy $AAOI：“我们根本无法生产足够的[共封装光学(CPO)激光器]来满足其当前第一代[CPO]部署的需求，因为产能确实不足。我们必须优先确保为自家光模块生产激光器。”这仅适用于早期CPO相关部署的初步解读。
· 供应链分析
AAOI产能受限，优先自供激光器，CPO部署短期承压。
涉及标的： $AAOI
相关概念： CPO 共封装光学Pluggable 可插拔光模块
英文原文
@Berlinergy $AAOI: "We just can’t make enough of them [CPO lasers] to be involved in their current first-generation [CPO] deployments because there’s just not enough capacity. We have to prioritize our ability to make lasers for our own transceivers first" This is just for early CPO related deployment read through.