原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Remember my $SOI thesis anon? Soitec interview commentary today:
- 80% of capacity reservation agreements expected within 1-2 weeks, with more than 10 in total.
- $200M Photonics-SOI revenue now described as "absolutely a floor"
$TSM also sees SiPH going mainstream in 2027 with market share topping 50%+ of the optical transceiver market
If you hold a monopoly-like position over a chokepoint:
(UBS estimates Soitec has 95% share of the market for substrates underpinning silicon photonics chips)
Revenue usually flows through you.
翻译：
还记得我之前的 $SOI 论点吗，匿名？今天 Soitec 的采访评论：
- 预计在 1‑2 周内完成 80% 的产能预订协议，总数超过 10 份。
- $200M 光子‑SOI 收入现在被描述为“绝对的底部”。
$TSM 也认为 SiPH 将在 2027 年进入主流，市场份额将超过 50% 的光收发模块市场。
如果你在关键节点上拥有垄断式的地位：
（UBS 估计 Soitec 在支撑硅光子芯片的基板市场中占有 95% 的份额）
收入通常会流经你。
Remember my $SOI thesis anon? Soitec interview commentary today:
- 80% of capacity reservation agreements expected within 1-2 weeks, with more than 10 in total.
- $200M Photonics-SOI revenue now described as "absolutely a floor"
$TSM also sees SiPH going mainstream in 2027 with market share topping 50%+ of the optical transceiver market
If you hold a monopoly-like position over a chokepoint:
(UBS estimates Soitec has 95% share of the market for substrates underpinning silicon photonics chips)
Revenue usually flows through you.
翻译：
还记得我之前的 $SOI 论点吗，匿名？今天 Soitec 的采访评论：
- 预计在 1‑2 周内完成 80% 的产能预订协议，总数超过 10 份。
- $200M 光子‑SOI 收入现在被描述为“绝对的底部”。
$TSM 也认为 SiPH 将在 2027 年进入主流，市场份额将超过 50% 的光收发模块市场。
如果你在关键节点上拥有垄断式的地位：
（UBS 估计 Soitec 在支撑硅光子芯片的基板市场中占有 95% 的份额）
收入通常会流经你。
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