作者建议重新关注Sivers Semiconductors（SIVE），基于其模组化年中点产能收入约4.27亿美元的预测，引用AAOI和MTSI关于InP CW DFB激光器短缺以
作者建议重新关注Sivers Semiconductors（SIVE），基于其模组化年中点产能收入约4.27亿美元的预测，引用AAOI和MTSI关于InP CW DFB激光器短缺以及美国拟禁止中国光收发器的行业证据。看多逻辑是，Sivers作为激光器厂商，可能受益于与AAOI类似的产能需求吸收动态。
“I think it’s a good time to revisit $SIVE ~$427m/yr midpoint capacity revenue modeled projections. Given recent industry earnings: > $AAOI cited +20-40% demand imbalance for transceivers (with lasers as the bottleneck). > $MTSI saying many "Customers are coming to us with urgency due to the general supply shortage of indium phosphide DFB lasers" (in other product lines) > US proposal ban on new Chinese optical transceivers (Innolight/Eoptolink) > AOI no meaningful participation in first-gen CPO deployments due to lasers being allocated toward transceivers. The read through is that it’s possible to apply the same capacity-demand absorption modeling applying to $AAOI, but for other laser players like Sivers too. Given the widespread shortage and demand imbalance for InP CW DFB capacity.”原帖：X / @aleabitoreddit ↗