原文:
Serenity 白毛女-中文翻译(公开)
Serenity 白毛女-中文翻译(公开)
原文:
$SIVE has its own piece in Digitimes btw, which is appreciated industry recognition outside of Sweden.
I think Sivers 100M+ CW DFB laser capacity buildout forced the industry to revisit its models and generated considerably more coverage.
BC it puts Sivers into T1 laser capacity convo w/ $COHR, Sumitomo, Furukawa, $AVGO, Landmark, and $LITE if it executes on its ramp.
But outside of that, CIOE 2026 channel checks were really meaningful since the community found Sivers is working with Chinese pluggable players + setting up an office locally.
I'm getting dejavu to the time I pointed out $SIVE + $JBL at OFC for their 1.6T LRO, but nobody believed the link until there was an actual press release.
Anyway, proud to see this little company growing up
翻译:
$SIVE 在 Digitimes 上有自己的报道,顺便说一下,这在瑞典以外获得了业界认可。
我认为 Sivers 超过 1 亿 CW DFB 激光器产能的建设迫使行业重新审视其模型,并带来了显著更多的报道。
因为如果它顺利 ramp 起来,这将把 Sivers 带入与 $COHR、住友、古河、电气、$AVGO、Landmark 和 $LITE 的 T1 激光产能讨论中。
但除此之外,CIOE 2026 的渠道检查非常有意义,因为社区发现 Sivers 正在与中国可插拔厂商合作,并在当地设立办公室。
我有种似曾相识的感觉,想起我曾指出 $SIVE + $JBL 在 OFC 上的 1.6T LRO,但在真正的新闻稿出现之前,没有人相信这个关联。
总之,看到这家小公司成长我感到自豪。


$SIVE has its own piece in Digitimes btw, which is appreciated industry recognition outside of Sweden.
I think Sivers 100M+ CW DFB laser capacity buildout forced the industry to revisit its models and generated considerably more coverage.
BC it puts Sivers into T1 laser capacity convo w/ $COHR, Sumitomo, Furukawa, $AVGO, Landmark, and $LITE if it executes on its ramp.
But outside of that, CIOE 2026 channel checks were really meaningful since the community found Sivers is working with Chinese pluggable players + setting up an office locally.
I'm getting dejavu to the time I pointed out $SIVE + $JBL at OFC for their 1.6T LRO, but nobody believed the link until there was an actual press release.
Anyway, proud to see this little company growing up
翻译:
$SIVE 在 Digitimes 上有自己的报道,顺便说一下,这在瑞典以外获得了业界认可。
我认为 Sivers 超过 1 亿 CW DFB 激光器产能的建设迫使行业重新审视其模型,并带来了显著更多的报道。
因为如果它顺利 ramp 起来,这将把 Sivers 带入与 $COHR、住友、古河、电气、$AVGO、Landmark 和 $LITE 的 T1 激光产能讨论中。
但除此之外,CIOE 2026 的渠道检查非常有意义,因为社区发现 Sivers 正在与中国可插拔厂商合作,并在当地设立办公室。
我有种似曾相识的感觉,想起我曾指出 $SIVE + $JBL 在 OFC 上的 1.6T LRO,但在真正的新闻稿出现之前,没有人相信这个关联。
总之,看到这家小公司成长我感到自豪。


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