Macro_Lin
@LinQingV
Ex-quant & PM｜AI chip design｜Semis × Capital Markets｜Not Financial Advice
Joined February 2019
1.5K Following 55K Followers
我觉得确实要担心下啊，人家说的没问题。推理对于scale out层面的通信需求不大。scale up层面目前还在单机柜，跨机柜就国内在做。明年大概率上不了CPO，然而东山扩产计划非常激进，外加100G层面国内的选手都开始量产了，光模块光芯片不担心过剩？你看美国那俩都横盘小半年了
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