原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
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 $POET, should hit in H1 2027. Which makes a bit of sense, since Sivers did raise an institutional oversubscribed round for future mass production.
On a side note, can't believe it's already August and 5 months left until 2027... Which was my inflection window for glass substrates, CPO, 800v, and new architectures to ramp.
翻译：
现在我想得更多，$POET 光学互连器件实际上比我想象中与 $SIVE 有更多的关联。
最初的表述是“准备就绪”以应对 2026 年底。
但 $POET 升级了这个表述，宣布将在 2026 年底与 Sivers 激光器实现“生产”。
因此，来自 $JBL 到 $POET的大批量订单应该会在 2027 年上半年到来。这有一定的道理，因为 Sivers 曾为未来大规模生产而进行了超额认购的机构融资。
顺便说一下，已经八月了，距离 2027 年只有 5 个月了……这是我预测玻璃基板、CPO、800V 和新架构将实现大规模生产的转折窗口。 🙃
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 $POET, should hit in H1 2027. Which makes a bit of sense, since Sivers did raise an institutional oversubscribed round for future mass production.
On a side note, can't believe it's already August and 5 months left until 2027... Which was my inflection window for glass substrates, CPO, 800v, and new architectures to ramp.
翻译：
现在我想得更多，$POET 光学互连器件实际上比我想象中与 $SIVE 有更多的关联。
最初的表述是“准备就绪”以应对 2026 年底。
但 $POET 升级了这个表述，宣布将在 2026 年底与 Sivers 激光器实现“生产”。
因此，来自 $JBL 到 $POET的大批量订单应该会在 2027 年上半年到来。这有一定的道理，因为 Sivers 曾为未来大规模生产而进行了超额认购的机构融资。
顺便说一下，已经八月了，距离 2027 年只有 5 个月了……这是我预测玻璃基板、CPO、800V 和新架构将实现大规模生产的转折窗口。 🙃
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