Sivers Semiconductors获得820万美元的太空卫星通信波束成形芯片订单，预示着后续可能获得更多批量合同，并强化了其在太空/国防供应链中的瓶颈地位，同时其光子学AI
Sivers Semiconductors获得820万美元的太空卫星通信波束成形芯片订单，预示着后续可能获得更多批量合同，并强化了其在太空/国防供应链中的瓶颈地位，同时其光子学AI数据中心激光业务也值得关注。
“A massive catalyst arrived today with $SIVE: Sivers announced $8.2M volume orders starting for Space applications (allspace). This is for Beamforming ICs powering Space LEO/multi-orbit satellite communication. The bigger implication is not the contract size: But that Sivers now powers a larger defense prime in $YSS following their allspace acquisition (similar to $MRVL design-in with Celestial). Which typically leads to more follow-up orders + volume contracts for Sivers, rather than just this specific contract. Turns out Sivers is also a Space/Defense supply chain chokepoint (ahead of SpaceX IPO) on top of their photonics AI DC sector lasers... This win aside, I'm expecting more volume ramps to be coming soon as well from their photonics side (looking at you Jabil + other pluggable makers)”原帖：X / @aleabitoreddit ↗