原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
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 $20.85M worth of subsidies from the State earlier).
This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it.
Regardless, glad to see both of these companies in their Anime training arc phase as they power up.
翻译：
今天，$TSEM 和 $AAOI 宣布了两项不同的产能扩张计划。
以色列塔威尔半导体公司在日本政府的支持下，宣布扩大其300mm硅光子学（SiPho）、硅锗（SiGe）和先进封装能力。
目标是实现2028年的12亿美元净利润和36亿美元收入（以约280亿美元的市值计算，这相当于大约23.3倍的2028年预估市盈率）。
$AAOI 宣布开始其扩建项目，约40万平方英尺的制造空间，将用于生产800g/1.6T，使其生产能力大幅提升。
该扩建项目还得到了德克萨斯州当地政府的支持（他们之前也获得了2085万美元的补贴）。
与塔威尔半导体公司相比，这一消息并不完全新鲜，因为 $AAOI 之前已经宣布了这些计划。这只是项目的开始。
无论如何，看到这两家公司都在像动漫训练篇章一样加速发展，感到很高兴。 🚀
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 $20.85M worth of subsidies from the State earlier).
This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it.
Regardless, glad to see both of these companies in their Anime training arc phase as they power up.
翻译：
今天，$TSEM 和 $AAOI 宣布了两项不同的产能扩张计划。
以色列塔威尔半导体公司在日本政府的支持下，宣布扩大其300mm硅光子学（SiPho）、硅锗（SiGe）和先进封装能力。
目标是实现2028年的12亿美元净利润和36亿美元收入（以约280亿美元的市值计算，这相当于大约23.3倍的2028年预估市盈率）。
$AAOI 宣布开始其扩建项目，约40万平方英尺的制造空间，将用于生产800g/1.6T，使其生产能力大幅提升。
该扩建项目还得到了德克萨斯州当地政府的支持（他们之前也获得了2085万美元的补贴）。
与塔威尔半导体公司相比，这一消息并不完全新鲜，因为 $AAOI 之前已经宣布了这些计划。这只是项目的开始。
无论如何，看到这两家公司都在像动漫训练篇章一样加速发展，感到很高兴。 🚀
Could not load this section.