Jenoptik

12 atoms · 跨 2 天 · 首见 2026-04-17 · 最近 2026-04-19

三色: 🟦 fact 7 · 🟥 take 5 · stance ▲9/▼0/◆0

来源: X 12

时态: fresh:6 · aging:6

标签: 好信源:6 · 好观点:6 · 好数字:1 · 好思考:1

叙事 (narrative) (6)

• 2026-04-19 [老化中] · highlighted need to shift yield to the left using standard electrical probers, V93000, and passive alignment
  Jenoptik and Marvell highlight the need to shift yield to the left (Advantest insertion 1 and 2) using: -Standard electrical probers (Accretech, etc.) with V93000 that OSATS already have fleets of + are well trained on -Passive alignment = very fast test for HVM.
  tags: 好观点·好思考 · → daily
• 2026-04-17 [老化中] · forward P/E 20 before CPO revenue materializes
  I don't think it's run too far as I'm bullish CPO, fwd p/e 20 before CPO revenue materializes, and they'll sell many probe cards per Advantest V93000 tester installed for sipho lines
  tags: 好观点·好数字 · → daily
• 2026-04-19 [老化中] · role in photonics testing partnership with Advantest
  This Advantest presentation gives the best context for understanding $JEN role in the partnership for photonics testing.
  tags: 好观点 · → daily
• 2026-04-19 [老化中] · slide shows Insertion 1 and 2 as their role
  A Jenoptik slide shows Insertion 1 and 2 is where they see their role, at key steps before wafer dicing.
  tags: 好观点 · → daily
• 2026-04-19 [老化中] · won 'Best overall presentation' at SWtest and 'Best ATE paper of 2024' at Semicon West 2025
  'Best overall presentation' at SWtest and 'Best ATE paper of 2024' at Semicon West 2025
  tags: 好观点 · → daily
• 2026-04-17 [老化中] · 估值远低于其他 photonics testing 公司
  In my view, Jenoptik is valued far below others in photonics testing where valuations have soared
  tags: 好观点 · → daily

事实 (fact) (6)

• 2026-04-17 · 参与 silicon photonics
  Jenoptik participates in silicon photonics via several verticals
  tags: 好信源 · → daily
• 2026-04-17 · UFO probe card 用于 high-volume PIC testing
  their UFO probe card for high-volume PIC testing deserves more attention due to: 1) System level partnership with Advantest ($6857.T) to hard-dock into testers 2) Partnership with $MRVL for deployment
  tags: 好信源 · → daily
• 2026-04-17 · 与 Advantest 系统级合作
  System level partnership with Advantest ($6857.T) to hard-dock into testers
  tags: 好信源 · → daily
• 2026-04-17 · 与 Marvell 合作部署
  Partnership with $MRVL for deployment
  tags: 好信源 · → daily
• 2026-04-17 · 在 SPIE Photonics West 2026 展示产品
  Some recent displays by Jenoptik at SPIE photonics west 2026 (I believe). The probe card, but also a look at other products (si lens, microlens arrays, etc.) aimed at optical coupling for silicon photonics
  tags: 好信源 · → daily
• 2026-04-17 · UFO Probe 使用 MPI vertical needle 技术
  UFO Probe uses MPI (https://t.co/XHKnpiQsC3) vertical needle technology
  tags: 好信源 · → daily

时间轴 (近 20)

• 2026-04-19 · narrative · role in photonics testing partnership with Advantest · → daily
• 2026-04-19 · narrative · slide shows Insertion 1 and 2 as their role · → daily
• 2026-04-19 · narrative · highlighted need to shift yield to the left using standard e · → daily
• 2026-04-19 · narrative · won 'Best overall presentation' at SWtest and 'Best ATE pape · → daily
• 2026-04-17 · fact · 参与 silicon photonics · → daily
• 2026-04-17 · fact · UFO probe card 用于 high-volume PIC testing · → daily
• 2026-04-17 · fact · 与 Advantest 系统级合作 · → daily
• 2026-04-17 · fact · 与 Marvell 合作部署 · → daily
• 2026-04-17 · fact · 在 SPIE Photonics West 2026 展示产品 · → daily
• 2026-04-17 · narrative · 估值远低于其他 photonics testing 公司 · → daily
• 2026-04-17 · narrative · forward P/E 20 before CPO revenue materializes · → daily
• 2026-04-17 · fact · UFO Probe 使用 MPI vertical needle 技术 · → daily

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