Serenity 发文表示Poet Technologies 管理层指出目前全球前三大激光器供应商合计控制约 68% 的

智通财经06-29

Serenity 发文表示Poet Technologies 管理层指出目前全球前三大激光器供应商合计控制约 68% 的市场份额且未来两年产能已全部售罄。这意味着继 LITE 首席执行官此前预计激光器供应紧张将持续至 2028 年后POET 的表态进一步暗示供应短缺或将延续至 2029 年光器件行业仍面临关键组件瓶颈。POET 同时披露公司正与一位新客户开展基于其 Interposer 平台的...

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