中文翻译
@tontonborland @Sofigoodboy 我很确定 $SIVE 在早期就拥有 Lightmatter、Celestial、Lightelligence 和 Ayar 等客户。这些公司起初规模很小，最终都成长为估值超 40 亿美元的巨头。因此我相信他们很清楚如何处理有前景的私有公司收购案。除了可能市值约 2 亿美元的 OE Solutions 外，几乎没有提供光收发器设计的困境公开公司，但我不确定他们在 800G/1.6T 可插拔模块方面的进展如何。
· 个股论点
SIVE 早期客户成功，具备收购潜力，但光模块同行缺乏困境资产。
涉及标的： $SIVE
相关概念： Pluggable 可插拔光模块
英文原文
@tontonborland @Sofigoodboy Pretty sure $SIVE had Lightmatter, Celestial, Lightelligence, and Ayar as customers way early on before. And they all ended up ~4B+ companies after starting off small. So I'm sure they know what to do with promising private company acquisitions. There's not really much distressed public companies that offer optical transceiver designs other than maybe OE Solutions I think around ~$200m, but not sure how their progress is going with 800g/1.6T pluggables.