作者升级了对POET光学中介层与Sivers合作的看法，指出POET将Sivers激光器的措辞从‘准备就绪’改为‘生产’（2026年底），并预计2027年上半年Jabil向POET
作者升级了对POET光学中介层与Sivers合作的看法，指出POET将Sivers激光器的措辞从‘准备就绪’改为‘生产’（2026年底），并预计2027年上半年Jabil向POET下批量订单，Sivers已获得机构超额认购用于大规模生产。
“Now that I think of it more, $POET optical interposer piece is actually a little more material than I thought with $SIVE. Originally the wording was "readiness" for EOY 2026. But $POET upgraded that wording, by stating "production" with Sivers lasers projected EOY 2026. So a volume orders from across $JBL to $POET, should hit in H1 2027. Which makes a bit of sense, since Sivers did raise an institutional oversubscribed round for future mass production. On a side note, can't believe it's already August and 5 months left until 2027... Which was my inflection window for glass substrates, CPO, 800v, and new architectures to ramp.”原帖：X / @aleabitoreddit ↗