28 atoms · 跨 5 天 · 首见 2026-04-29 · 最近 2026-07-02
三色: 🟦 fact 19 · 🟥 take 9 · stance ▲16/▼1/◆7
叙事状态: 🌱 forming (形成中) · 📈 加速 · 策展近14d 1 atom
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 27 · News 1
时态: fresh:27 · aging:1
标签: 好观点:16 · 好数字:9 · 好信源:4 · 好思考:2
XXXXX·@HiCagr · 铜锣湾光探测器市场份额 · 市场份额/竞争格局qty=70% · date=2026
X·@jukan05 · projects PD demand to expand to over 40,000 units/year by 2028 · 订单需求/出货量qty=40000 · unit=units/year · date=2028X·@jukan05 · US 4-inch fab capacity · 供给产能/出货量qty=4500 · unit=substrates/monthX·@jukan05 · optoelectronics as 25% of output · 出货量/营收qty=25% · unit=of outputX·@jukan05 · revenue mix is 70% optoelectronics and 30% RF components · 营收/盈利能力qty=70% · unit=optoelectronicsX·@DrNHJ · optoelectronics revenue mix · 营收qty=70%X·@DrNHJ · US 4-inch fab capacity · 供给产能/出货量qty=4,500 sheets/month, 50,000 sheets/yearX·@DrNHJ · current optoelectronics product share in fab · 出货量qty=25%X·@jukan05 · 2026年首批磷化铟基板已出货 · 供给产能/出货量date=2026-05
X·@jukan05 · has completed development of 70mW and 100mW CW laser products · 技术路线/产品发布X·@jukan05 · expected to benefit from InP substrate supply loosening · 供给产能/合作客户X·@jukan05 · expects shipments to recover gradually from July–August 2026 · 出货量/业绩指引X·@jukan05 · growth in optoelectronics revenue should support 2H26 earnings and margins · 营收/盈利能力X·@DrNHJ · optoelectronics capacity expansion plan · 供给产能X·@DrNHJ · CW laser product development status · 产品发布/技术路线X·@DrNHJ · laser production capacity setup in Taiwan target 2027 · 供给产能/产品发布date=2027X·@HiCagr · 激光器产能扩张 · 供给产能/竞争格局date=2026News · 技术定义与特性 · 技术路线/先进封装X·@superposition_V · optoelectronics output · 供给产能/出货量qty=more meaningful · date=4Q26 to 1Q27X·@DrNHJ · PD demand forecast for 2028 · 订单需求/供给产能qty=40,000+ units/year · date=2028X·@jukan05 · plans to expand optoelectronics capacity to improve profitability · 盈利能力/供给产能X·@jukan05 · is anchored on 100G PDs while gradually ramping 200G PD capacity · 技术路线/产品发布X·@jukan05 · invested in Wellywave Semiconductors to build laser production capacity · 资本开支/供给产能X·@DrNHJ · shipments to gradually recover from July-August 2026 · 出货量/供给产能date=2026-07X·@DrNHJ · optoelectronics product revenue expansion to contribute to 2H26 performance · 营收/盈利能力date=2H26X·@DrNHJ · 2026年下半年业绩预期 · 业绩展望date=H2 2026X·@latent_value7 [老化中] · 先进封装不再是疑问 · 技术路线
X·@latent_value7 · 先进封装爬行-行走-奔跑时间线 · 路线图date=2028/9fact · 技术定义与特性 · → dailyfact · 2026年首批磷化铟基板已出货 · → dailyforecast · expected to benefit from InP substrate supply loosening · → dailyfact · US 4-inch fab capacity · → dailyfact · optoelectronics as 25% of output · → dailyforecast · expects shipments to recover gradually from July–August 2026 · → dailyforecast · growth in optoelectronics revenue should support 2H26 earnin · → dailyfact · revenue mix is 70% optoelectronics and 30% RF components · → dailynarrative · plans to expand optoelectronics capacity to improve profitab · → dailyforecast · projects PD demand to expand to over 40,000 units/year by 20 · → dailynarrative · is anchored on 100G PDs while gradually ramping 200G PD capa · → dailyfact · has completed development of 70mW and 100mW CW laser product · → dailynarrative · invested in Wellywave Semiconductors to build laser producti · → dailyforecast · shipments to gradually recover from July-August 2026 · → dailyforecast · optoelectronics product revenue expansion to contribute to 2 · → dailyfact · optoelectronics revenue mix · → dailyfact · optoelectronics capacity expansion plan · → dailyforecast · PD demand forecast for 2028 · → dailyfact · CW laser product development status · → dailyfact · laser production capacity setup in Taiwan target 2027 · → daily