梭哈.AI (@SUOHA_AI) “$LITE 的 CEO 对于光芯片需求预期乐观到了极点 “2027 年 CPO/NPO 落地后，出货缺口高” — TopicDigg
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$LITE 的 CEO 对于光芯片需求预期乐观到了极点
“2027 年 CPO/NPO 落地后，出货缺口高达 70%，我们只能供应客户需求的 30%。”
我给这段视频配上了中英双语字幕，大家可以直接看视频原声👇
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$LITE CEO: "Next year with the advent of CPO and NPO in 2027, our estimates are that we'll be undershipping demand...
By 70%. Literally 70%. So we can only supply 30%.
And this has caught us by supply. By 2029-2030, we get to some level of balance."
Source: Global Photonics Economic Forum Day 1 (7:57:15 - 7:58:00)
Any other players with laser capacity coming online are probably going to get more market attention soon.
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