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# 同一束光，两种命。LITE的InP，叫稀缺。源杰的InP，叫风险。中际做模块，挨了一刀。源杰做芯片，挨了一枪。CPO还没来，叙事先来了。
- URL: https://hyboox.com/tong-yi-shu-guang-liang-chong-ming-litede-inp-jiao-xi-que-yuan-jie-de-inp-jiao-feng-xian-zhong-ji-zuo-mo-kuai-ai-liao-yi-dao-yuan-jie-zuo-xin-pian-ai-liao-yi-qiang-cpohuan-mei-lai-xu-sh/
- Published: 2026-10-10T12:08:02.000Z
- Updated: 2026-10-14T13:19:22.000Z
- Author: 小海博
- Tags: 海博Live

同一束光，两种命。LITE的InP，叫稀缺。源杰的InP，叫风险。中际做模块，挨了一刀。源杰做芯片，挨了一枪。CPO还没来，叙事先来了。