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北京时间·🕒 发布 19:24:26时区推断·⟳ 抓取 19:35:04·⚡ 决策 06-17 19:44:36 +9m32s·131.9 天前
Trendforce报告AMD大举采购CW激光器防瓶颈，利好剩余独立产能供应商
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Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders... Is…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +8%、仅下一个交易日，不成交作废
怎么卖 止盈 +12%(半仓)/+25%(清仓) · 止损 -8% · 时间止损 3日
失效/反转 Trendforce报告被证伪或AMD官方否认相关CW激光器采购计划
不做 SIVE.US
代码存疑且流动性差，Sivers Semiconductors主要在瑞典上市(SIVE.ST)，美股OTC无高流动性可交易标的
不做 AMD.US
作为采购方，CW激光器采购金额对AMD千亿级营收和成本结构无实质弹性，不构成股价催化
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原文全文
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Trendforce reports that $AMD is actively trying to secure CW laser supply with multiple major procurement orders...
Is probably just the start of the bottleneck?
There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom.
Especially after Lumentum/Coherent got locked up with multi-year agreements with Nvidia. (disclosure, own Sive and aaoi)
Lumentum is already CW laser constrained and is likely buying off Japanese companies like Sumitomo/Furukawa if I had to guess per ER, and those are probably running at max capacity.
From the Trendforce report, this is:
"to ensure that its future capacity will not be constrained by NVIDIA and other major Cloud Service Providers (CSPs)."
I wouldn't be surprised if other hyperscalers like Amazon, Microsoft, and others saw Nvidia / AMD signing LTAs, and are trying to secure capacity next.
A lot of it is game theory on not getting choked out by competitors, and looks like AMD is tipping the first domino after Nvidia.
But my opinion is that this just goes and show how invaluable this CW laser chokepoint is and the companies are inside it.
Is probably just the start of the bottleneck?
There's not much independent capacity in Western supply chains left other than $SIVE or $AAOI and maybe Macom.
Especially after Lumentum/Coherent got locked up with multi-year agreements with Nvidia. (disclosure, own Sive and aaoi)
Lumentum is already CW laser constrained and is likely buying off Japanese companies like Sumitomo/Furukawa if I had to guess per ER, and those are probably running at max capacity.
From the Trendforce report, this is:
"to ensure that its future capacity will not be constrained by NVIDIA and other major Cloud Service Providers (CSPs)."
I wouldn't be surprised if other hyperscalers like Amazon, Microsoft, and others saw Nvidia / AMD signing LTAs, and are trying to secure capacity next.
A lot of it is game theory on not getting choked out by competitors, and looks like AMD is tipping the first domino after Nvidia.
But my opinion is that this just goes and show how invaluable this CW laser chokepoint is and the companies are inside it.
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