· 供应链分析

推测 SIVE 或整合新技术,为 CPO 提供高功率多波长光引擎。

涉及标的:

相关概念: CPO 共封装光学

中文翻译

@dankdrankkz Sivers 发现了一家去年完成 B 轮 300 万美元融资的小型公司,据称其单发射器功率已达 200-250 瓦。$SIVE 或许可以将其与高波长 DFB 阵列相结合,打造出例如 8/16 × 200-250 瓦的超高功率产品,以实现极高的总输出功率。该项目的重点在于共封装光学(CPO)对“更高功率、更多波长”的需求,这是我的猜测。

英文原文

@dankdrankkz Sivers found a small Series B company that raised $3m last year that achieved 200-250mw per emitter apparently. $SIVE can maybe combine that with their high wavelength DFB array, and maybe make something extremely high power like eg. 8/16 × 200-250mw for high aggregate output. Program was focused on "need for higher power, more wavelengths" for CPO, so that's my guess.

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