原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
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.
翻译：
我认为现在是重新审视 $SIVE 每年中位数容量收入预测约为 4.27 亿美元的好时机。
考虑到最近的行业盈利能力：
> $AAOI 提到收发器的需求失衡为 +20-40%（激光器是瓶颈）。
> $MTSI 表示许多“客户由于一般的磷化铟 DFB 激光器供应短缺而急切地来找我们”（在其他产品线中）。
> 美国提议禁止新型中国光学收发器（Innolight/Eoptolink）。
> AOI 由于激光器被分配给收发器而未能在第一代 CPO 部署中发挥重要作用。
可以看出，可能可以将相同的容量需求吸收模型应用于 $AAOI，也可以应用于其他激光器玩家，如 Sivers。
考虑到磷化铟 CW DFB 容量的普遍短缺和需求失衡。
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.
翻译：
我认为现在是重新审视 $SIVE 每年中位数容量收入预测约为 4.27 亿美元的好时机。
考虑到最近的行业盈利能力：
> $AAOI 提到收发器的需求失衡为 +20-40%（激光器是瓶颈）。
> $MTSI 表示许多“客户由于一般的磷化铟 DFB 激光器供应短缺而急切地来找我们”（在其他产品线中）。
> 美国提议禁止新型中国光学收发器（Innolight/Eoptolink）。
> AOI 由于激光器被分配给收发器而未能在第一代 CPO 部署中发挥重要作用。
可以看出，可能可以将相同的容量需求吸收模型应用于 $AAOI，也可以应用于其他激光器玩家，如 Sivers。
考虑到磷化铟 CW DFB 容量的普遍短缺和需求失衡。
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