TODAY'S MARKET INTELLIGENCE
Regarding the price war, it's a rumor without common sense; still can't fulfill orders. Confirmed with jq, the 800G quote for North American major customers is the same as ds, no quote for 1.6T yet. Existing suppliers can't fulfill, new suppliers don't need to quote lower; the core is delivery.
English summary
Regarding the price war, it's a rumor without common sense; still can't fulfill orders. Confirmed with jq, the 800G quote for North American major customers is the same as ds, no quote for 1.6T yet. Existing suppliers can't fulfill, new suppliers don't need to quote lower; the core is delivery.
The English text is machine translated and may require verification against the Chinese version.
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