原文:
Serenity 白毛女-中文翻译(公开)
Serenity 白毛女-中文翻译(公开)
原文:
Oh cool! $SIVE also made it there on cnyes too (leading Taiwan financial media)!
The English translation might be off a bit, but this was summarizing Sivers surprising 100M+ CW DFB annual laser capacity expansion, ~ operational Q4 2027.
And how given historical ASP from previous year presentation slides, it could translate to $625M-$1.25B capacity revenue ceiling at full utilization.
Sivers might be of more interest given its partnerships with local foundries like Win Semi.
And since its downstream partners like Ayar (Mediatek / Alchip CPO partner) are heavily investing in Taiwanese optical supply chains.
翻译:
哦,酷!$SIVE 也上了 cnyes(台湾主流财经媒体)!
英文翻译可能有点偏差,但这在概括 Sivers 令人惊讶的 1 亿+ CW DFB 年度激光产能扩张,预计 2027 年第四季度投入运营。
根据去年演示文稿中的历史 ASP,满负荷运行时其产能收入上限可能在 6.25 亿至 12.5 亿美元之间。
鉴于 Sivers 与本地代工厂如 Win Semi 的合作,它可能更具吸引力。
而且其下游合作伙伴如 Ayar(联发科 / Alchip CPO 合作伙伴)正大力投资台湾光学供应链。


Oh cool! $SIVE also made it there on cnyes too (leading Taiwan financial media)!
The English translation might be off a bit, but this was summarizing Sivers surprising 100M+ CW DFB annual laser capacity expansion, ~ operational Q4 2027.
And how given historical ASP from previous year presentation slides, it could translate to $625M-$1.25B capacity revenue ceiling at full utilization.
Sivers might be of more interest given its partnerships with local foundries like Win Semi.
And since its downstream partners like Ayar (Mediatek / Alchip CPO partner) are heavily investing in Taiwanese optical supply chains.
翻译:
哦,酷!$SIVE 也上了 cnyes(台湾主流财经媒体)!
英文翻译可能有点偏差,但这在概括 Sivers 令人惊讶的 1 亿+ CW DFB 年度激光产能扩张,预计 2027 年第四季度投入运营。
根据去年演示文稿中的历史 ASP,满负荷运行时其产能收入上限可能在 6.25 亿至 12.5 亿美元之间。
鉴于 Sivers 与本地代工厂如 Win Semi 的合作,它可能更具吸引力。
而且其下游合作伙伴如 Ayar(联发科 / Alchip CPO 合作伙伴)正大力投资台湾光学供应链。


Could not load this section.