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Ayar

5 atoms · 跨 5 天 · 首见 2026-04-27 · 最近 2026-06-26

三色: 🟦 fact 4 · 🟥 take 1 · stance ▲2/▼0/◆2

来源: X 5

时态: fresh:5

标签: 好信源:3 · 好观点:1 · 好数字:1

2026-06-26 · NVLink 生态系统加入
Ayar (using $SIVE) raised a bunch for volume ramp and joined $NVDA NVLink ecosystem
tags: 好信源 · → daily
2026-05-27 · 融资规模
Ayar raised $500m for volume ramp
tags: 好数字 · → daily
value: qty=$500M
2026-05-24 · 移除供应商关系
Ayar removed Lumentum and Macom from their website as laser suppliers validating moat
tags: 好信源 · → daily
value: removed suppliers=['Lumentum', 'Macom']
2026-04-27 · 从官网移除 LITE 供应商
Ayar removed $LITE from their website
tags: 好信源 · → daily
2026-05-05 · 将 SIVE 列为唯一激光器供应商并移除 LITE 和 MTSI
Starting to make more sense why Ayar made $SIVE the only laser supplier on their website and removed $LITE / $MTSI?
tags: 好观点 · → daily