中文翻译
@tozzi21 $POET 正在向 Lumilens 供货，Lumilens 是另一家顶级前二超大规模云服务商（拥有数十亿美元客户协议）的供应商。 光宝科技 (Lite-On) 是另一家主要参与者。 我只是说，鉴于 Marvell 在 Poet 提供的同一层级拥有自己的封装/集成 IP，他们很可能被 $MRVL Celestial 设计排除在外。
· 供应链分析
POET获Lumilens订单，但Marvell自有IP或致其被Celestial项目排除。
英文原文
@tozzi21 $POET is supplying Lumilens, which is another top-2 hyperscaler supplier (with billions in customer agreements). Lite-On is another major player. I'm just saying they got likely designed out $MRVL Celestial since Marvell has their own packagig/intergration IP in the same layer that Poet is offering.