以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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Dongshan Precision

5 atoms · 跨 2 天 · 首见 2026-06-17 · 最近 2026-07-01

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

来源: X 5

时态: fresh:5

标签: 好观点:3 · 好思考:1 · 好数字:1

2026-06-17 · yield importance for ramp success
Yields are very important here (i don't know that number)
tags: 好思考 · → daily
2026-07-01 · 若客户选择VCSEL则EML激光芯片投资不利
Not good if customers ends up choosing VCSEL instead
tags: 好观点 · → daily
2026-06-17 · ramp size compared to author's prior expectation
Dongshan Precision/Source Photonics ramp is much bigger than I thought
tags: 好观点 · → daily
2026-06-17 · ambitious targets credibility
Well, they have ambitious targets (which are hard to believe)
tags: 好观点 · → daily

2026-07-01 · 大举投资EML和CW激光芯片产能
Dongshan is investing big on EML & CW laser chip capacity for scale-up NPO/CPO, before any real orders are locked in.
tags: 好数字 · → daily

2026-07-01 · fact · 大举投资EML和CW激光芯片产能 · → daily
2026-07-01 · narrative · 若客户选择VCSEL则EML激光芯片投资不利 · → daily
2026-06-17 · narrative · ramp size compared to author's prior expectation · → daily
2026-06-17 · narrative · ambitious targets credibility · → daily
2026-06-17 · narrative · yield importance for ramp success · → daily