Trendforce 报道称，AMD 正在积极下单多笔 CW 激光器采购订单以确保未来产能，出于担心被 NVIDIA 和超大规模云服务商限制。作者认为这证实了 CW 激光器是供应链
Trendforce 报道称，AMD 正在积极下单多笔 CW 激光器采购订单以确保未来产能，出于担心被 NVIDIA 和超大规模云服务商限制。作者认为这证实了 CW 激光器是供应链关键瓶颈，Lumentum/Coherent 已被 NVIDIA 锁定，西方独立产能有限（SIVE、AAOI、Macom）。
“Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders... Is probably just the start of the bottleneck? There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom. Especially after Lumentum/Coherent got locked up with multi-year agreements with Nvidia. (disclosure, own Sive and aaoi) Lumentum is already CW laser constrained and is likely buying off Japanese companies like Sumitomo/Furukawa if I had to guess per ER, and those are probably running at max capacity. From the Trendforce report, this is: "to ensure that its future capacity will not be constrained by NVIDIA and other major Cloud Service Providers (CSPs)." I wouldn't be surprised if other hyperscalers like Amazon, Microsoft, and others saw Nvidia / AMD signing LTAs, and are trying to secure capacity next. A lot of it is game theory on not getting choked out by competitors, and looks like AMD is tipping the first domino after Nvidia. But my opinion is that this just goes and show how invaluable this CW laser chokepoint is and the companies are inside it.”原帖：X / @aleabitoreddit ↗