Ben Bajarin· @BenBajarin · X·· 7 天前AI 评分20
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Credo 也将携 SerDes 参加 ;) （引用推文：对 $AAOI 非常看好。3.2T 短期内不会成为主流，但一旦落地，$AAOI 将是占据战略位置的美国制造商。此外 800G 和 1.6T 的爬坡已在进行，将在短期至中期带动营收增长。）
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Credo will be there also with SerDes ;)
So bullish for $AAOI. 3.2T isn’t going to be hitting the main stage for the time being, but when it does, $AAOI will be the US-based manufacturer holding a strategic position. Not to mention the already ongoing 800G and 1.6T rampup that is going to lead to a revenue rampup in the short- to medium-term.在 X 查看被引用的帖子
来源：Ben Bajarin · x.com