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北京时间·🕒 发布 05-20 15:01:42时区推断·⟳ 抓取 06-03 17:49:21回填·⚡ 决策 06-17 01:26:22·132.7 天前
Jabil 确认与 Sivers 合作的 1.6T 光模块量产时间大幅提前且需求无上限
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$SIVE mass production for 1.6T optical transceivers with $JBL: Is now earlier than expected per JP Morgan Fireside chat…
决策后走势暂无图(这条腿还没有复盘打分的日线切片)
怎么买 限价买入 不高于昨收 +15%、仅下一个交易日，不成交作废
怎么卖 止盈 +20%(半仓)/+40%(清仓) · 止损 -12% · 时间止损 5日
失效/反转 Jabil 或 JPMorgan 澄清未提及量产提前至2026年底，或否认需求无上限
不做 JBL.US
Jabil 为大型综合代工厂，1.6T 光模块单一产品线量产提前对整体营收和利润弹性极小，缺乏超额收益空间
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原文全文
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$SIVE mass production for 1.6T optical transceivers with $JBL:
Is now earlier than expected per JP Morgan Fireside chat.
Here's what they announced:
> "Relatively dramatic moat" implied with $SIVE laser architectures
> Extreme demand for their 1.6T, which was previously unknown in terms of volume.
> Faster than expected timelines, pulling revenue realization window forward.
The statement:
1. Jabil’s 1.6T LRO: "Goes into different qualifications across the next 1 to 4 months"
“The quals can take anywhere between 2 to 6 months"
Given its May H1 2026, mass production and revenue realization could begin in anywhere between 3 months to 10 months.
So late 2026 with 6.5 month midpoint.
Lot of former estimates were H2 2027.
3. Architecturally it's "which is about 11 kilowatts dramatically lower than current 1.6T power profiles"
Hyperscalers would like to hear this, and this is the competitive differentiation + relatively dramatic moat proven with $SIVE as the critical photonics chokepoint.
4. "At this point, it's not about share. It's really about keeping up with the organic growth of the entire market."
Again this shows that the enormous demand has outstripped supply.
The implications are that it’s more of a matter of how much Sivers + Jabil can build together, as anything they make would be bought.
This type of statement is just incredibly material for Sivers revenue relative to their current marketcap.
The market was previously uncertain about the exact volume demand and commercial timeline from Sivers X Jabil.
Jabil just publicly confirmed that the demand for their 1.6T LRO with $SIVE lasers is essentially uncapped.
Is now earlier than expected per JP Morgan Fireside chat.
Here's what they announced:
> "Relatively dramatic moat" implied with $SIVE laser architectures
> Extreme demand for their 1.6T, which was previously unknown in terms of volume.
> Faster than expected timelines, pulling revenue realization window forward.
The statement:
1. Jabil’s 1.6T LRO: "Goes into different qualifications across the next 1 to 4 months"
“The quals can take anywhere between 2 to 6 months"
Given its May H1 2026, mass production and revenue realization could begin in anywhere between 3 months to 10 months.
So late 2026 with 6.5 month midpoint.
Lot of former estimates were H2 2027.
3. Architecturally it's "which is about 11 kilowatts dramatically lower than current 1.6T power profiles"
Hyperscalers would like to hear this, and this is the competitive differentiation + relatively dramatic moat proven with $SIVE as the critical photonics chokepoint.
4. "At this point, it's not about share. It's really about keeping up with the organic growth of the entire market."
Again this shows that the enormous demand has outstripped supply.
The implications are that it’s more of a matter of how much Sivers + Jabil can build together, as anything they make would be bought.
This type of statement is just incredibly material for Sivers revenue relative to their current marketcap.
The market was previously uncertain about the exact volume demand and commercial timeline from Sivers X Jabil.
Jabil just publicly confirmed that the demand for their 1.6T LRO with $SIVE lasers is essentially uncapped.
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