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 know everyone's focused on Nancy Pelosi copytraders sending $BE up 11.83%. Or Trump...
But you know what else is cool?
FAU bottlenecks for CPO.
I remember saying earlier this year FAU/Foci might be a future bottleneck around $TSM / $NVDA CPO roadmaps...
This was some media commentary supporting that:
"It is understood that Largan Precision (3008), FOCI (3363), and China’s TFC have entered $NVDA FAU supply chain"
"Based on an estimated 20,000 Spectrum-X systems shipped this year, the optical engines installed in those systems would require approximately 600k-700k FAUs"
In 2027, demand is expected to reach several million units, and existing supply chain capacity is currently unable to meet demand." (UDN, mandarin -> english translation is kinda off)
Cough cough, "existing supply chain capacity is currently unable to meet demand"
Tad early right now since mass production is expected H2 2027, but cool to read updates around this.
翻译：
我知道大家都在关注 Nancy Pelosi 跟单交易者把 $BE 拉涨了 11.83%。或者 Trump……
但你知道还有什么也很酷吗？
CPO 的 FAU 瓶颈。
我记得今年早些时候说过，FAU/Foci 可能会成为 $TSM / $NVDA CPO 路线图上的未来瓶颈……
下面这段媒体评论在一定程度上印证了这一点：
“据了解，Largan Precision（3008）、FOCI（3363）以及中国的 TFC 已进入 $NVDA 的 FAU 供应链”
“根据今年预计出货 20,000 套 Spectrum-X 系统估算，这些系统中安装的光引擎大约需要 60 万到 70 万个 FAU”
“到 2027 年，需求预计将达到数百万个，而现有供应链产能目前无法满足需求。”（UDN，中文转英文的翻译有点不准）
咳咳，“现有供应链产能目前无法满足需求”
现在说这个还稍微早了点，因为量产预计要到 2027 年下半年才开始，但能看到这方面的更新还是挺不错的。
I know everyone's focused on Nancy Pelosi copytraders sending $BE up 11.83%. Or Trump...
But you know what else is cool?
FAU bottlenecks for CPO.
I remember saying earlier this year FAU/Foci might be a future bottleneck around $TSM / $NVDA CPO roadmaps...
This was some media commentary supporting that:
"It is understood that Largan Precision (3008), FOCI (3363), and China’s TFC have entered $NVDA FAU supply chain"
"Based on an estimated 20,000 Spectrum-X systems shipped this year, the optical engines installed in those systems would require approximately 600k-700k FAUs"
In 2027, demand is expected to reach several million units, and existing supply chain capacity is currently unable to meet demand." (UDN, mandarin -> english translation is kinda off)
Cough cough, "existing supply chain capacity is currently unable to meet demand"
Tad early right now since mass production is expected H2 2027, but cool to read updates around this.
翻译：
我知道大家都在关注 Nancy Pelosi 跟单交易者把 $BE 拉涨了 11.83%。或者 Trump……
但你知道还有什么也很酷吗？
CPO 的 FAU 瓶颈。
我记得今年早些时候说过，FAU/Foci 可能会成为 $TSM / $NVDA CPO 路线图上的未来瓶颈……
下面这段媒体评论在一定程度上印证了这一点：
“据了解，Largan Precision（3008）、FOCI（3363）以及中国的 TFC 已进入 $NVDA 的 FAU 供应链”
“根据今年预计出货 20,000 套 Spectrum-X 系统估算，这些系统中安装的光引擎大约需要 60 万到 70 万个 FAU”
“到 2027 年，需求预计将达到数百万个，而现有供应链产能目前无法满足需求。”（UDN，中文转英文的翻译有点不准）
咳咳，“现有供应链产能目前无法满足需求”
现在说这个还稍微早了点，因为量产预计要到 2027 年下半年才开始，但能看到这方面的更新还是挺不错的。
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