中文翻译
@AizuddinAl4653 这需要你自己估算！我不想给出市值(MC)估算，尤其是当人们可能会误解模型时。我只是在庆祝“瓶颈(chokepoint)”论点得到了外部评论的验证，这些评论提到了类似垄断的市场份额数据。而且，由于硅光子(silicon photonics)的大规模采用，这一瓶颈已经转化为可能带来10多项新长期协议(LTAs)/产能协议。
· 供应链分析
博主庆祝瓶颈论点获验证，硅光子普及促成多项新产能协议。
相关概念： 隐形冠军光子学 Photonics
英文原文
@AizuddinAl4653 That’s for you to estimate yourself! I don’t want to give MC estimates especially if people misinterpret the modeling I’m just celebrating that the chokepoint thesis was validated by external commentary around monopoly-like market share figures. And since the chokepoint converted into likely 10+ new LTAs/capacity agreements because of siph mass adoption.