Serenity（白毛股神）@aleabitoreddit发帖2026-06-24

作者强调私营公司OpenLight的增长，并映射其公开生态系统，涵盖PIC扩展、DSP、代工厂和封装。

作者强调私营公司OpenLight的增长，并映射其公开生态系统，涵盖PIC扩展、DSP、代工厂和封装。

“OpenLight (private) seems to get bigger and bigger every time I look at it. If you’re curious about their public ecosystem outside of Advantest: $JBL ( $SIVE partner ) for scaling PICs $MRVL and $MXL for DSPs $TSEM for the foundry. $300394.SZ / TFC Optical (OSAT/subassembly) Can often get exposure into private growth through public equities if you’re not an accredited investor. Since optical players look very interconnected.”