今天有两家公司的产能扩张公告：Tower半导体（日本政府支持）计划扩大300mm硅光子/硅锗/先进封装产能，目标2028年净利润12亿美元、营收36亿美元；AAOI开始在德州建设约
今天有两家公司的产能扩张公告：Tower半导体（日本政府支持）计划扩大300mm硅光子/硅锗/先进封装产能，目标2028年净利润12亿美元、营收36亿美元；AAOI开始在德州建设约40万平方英尺的制造厂，用于800G/1.6T生产，并获得当地城市和州补贴。
“Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities. Targeting $1.2B net profit, and $3.6B revenue in 2028 (with a ~$28B MC, that's ~23.3 2028 forward p/e). AAOI announced the commencement of its buildout, roughly 400,000 square feet of manufacturing to make 800g/1.6T production go brrr. The overall expansion is also supported by the local city government in Texas. (they also $20.85M worth of subsidies from the State earlier). This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it. Regardless, glad to see both of these companies in their Anime training arc phase as they power up.”原帖：X / @aleabitoreddit ↗