中文翻译
@shawnyang1128 这是他们代工厂合作伙伴在2024年披露的晶圆产能。也许有某家美国厂商被纳入了。不过我不喜欢Sivers在这个阶段转向混合制造模式（我认为其目标仅为1/3的产能）。但我确实同意需要像$AAOI或$LITE那样实现垂直整合。
· 供应链分析
质疑Sivers混合制造策略，支持AAOI/LITE垂直整合模式。
英文原文
@shawnyang1128 This was disclosed wafer capacity from their foundry partners back in 2024. Maybe one of the US players got added. I’m not a fan of Sivers switching to hybrid manufacturing at this stage though (think it targeted 1/3rd of capacity). But I do agree it’s needed to be vertically integrated like $AAOI or $LITE.