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BTC不僅到了68000！還上了72000！這是牛回了？
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原文：
Very positive. My opinion is that the optical sector underperformance recently from $AAOI to $SIVE has been absurd.
The demand visibility... is just way too stupidly high.
AOI: “Even combined AOI, Coherent program altogether, is still very tough to meet the customer demand in the next 3 years” (2029)
Elazr GM: "entire optical supply chain was facing major shortages." "The shortage will continue to the next few years"
Sivers CEO said the same thing about InP laser demand imbalances expected for the next 3-5 years.
Can go on and on about $LITE, $MTSI and other comments.
We haven't even hit the inflection point with 1.6T, NPO, CPO scale out/up, and optics with memory (as seen with SK Hynix).
Yet the industry is already bottlenecked by EML/CW and all your other upstream components from PDs/TIA/DSPs, transceivers, and soon FAU + others when CPO scales…
I'm personally extremely comfortable watching this all play out, but just a little confused that markets don't know how to math a year or two ahead.
翻译：
非常乐观。我的看法是，最近光学板块从 $AAOI 到 $SIVE 的表现不佳，简直离谱。
需求可见性……高到有点蠢得离谱。
AOI：“即便把 AOI 和 Coherent 项目合并在一起，未来 3 年内要满足客户需求仍然非常吃力”（2029）
Elazr 总经理：“整个光学供应链都面临严重短缺。”“这种短缺还会持续到未来几年。”
Sivers CEO 也说过类似的话，InP 激光器的供需失衡预计还会持续 3 到 5 年。
关于 $LITE、$MTSI 以及其他评论，还能继续说很多。
我们甚至还没到 1.6T、NPO、CPO 规模化/扩产，以及与存储结合的光学（如 SK Hynix 所示）的拐点。
但这个行业已经被 EML/CW，以及你们其他所有上游组件卡住了，包括 PDs/TIA/DSPs、收发器，等到 CPO 扩展时还会有 FAU 和其他组件……
我个人非常安心地看着这一切发生，只是有点困惑，市场为什么不会往前一两年算账。
Very positive. My opinion is that the optical sector underperformance recently from $AAOI to $SIVE has been absurd.
The demand visibility... is just way too stupidly high.
AOI: “Even combined AOI, Coherent program altogether, is still very tough to meet the customer demand in the next 3 years” (2029)
Elazr GM: "entire optical supply chain was facing major shortages." "The shortage will continue to the next few years"
Sivers CEO said the same thing about InP laser demand imbalances expected for the next 3-5 years.
Can go on and on about $LITE, $MTSI and other comments.
We haven't even hit the inflection point with 1.6T, NPO, CPO scale out/up, and optics with memory (as seen with SK Hynix).
Yet the industry is already bottlenecked by EML/CW and all your other upstream components from PDs/TIA/DSPs, transceivers, and soon FAU + others when CPO scales…
I'm personally extremely comfortable watching this all play out, but just a little confused that markets don't know how to math a year or two ahead.
翻译：
非常乐观。我的看法是，最近光学板块从 $AAOI 到 $SIVE 的表现不佳，简直离谱。
需求可见性……高到有点蠢得离谱。
AOI：“即便把 AOI 和 Coherent 项目合并在一起，未来 3 年内要满足客户需求仍然非常吃力”（2029）
Elazr 总经理：“整个光学供应链都面临严重短缺。”“这种短缺还会持续到未来几年。”
Sivers CEO 也说过类似的话，InP 激光器的供需失衡预计还会持续 3 到 5 年。
关于 $LITE、$MTSI 以及其他评论，还能继续说很多。
我们甚至还没到 1.6T、NPO、CPO 规模化/扩产，以及与存储结合的光学（如 SK Hynix 所示）的拐点。
但这个行业已经被 EML/CW，以及你们其他所有上游组件卡住了，包括 PDs/TIA/DSPs、收发器，等到 CPO 扩展时还会有 FAU 和其他组件……
我个人非常安心地看着这一切发生，只是有点困惑，市场为什么不会往前一两年算账。
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