Serenity questions the specialization of the Baron Weekly Light Module industry: complex supply chain analysis is passed on to non-technical journalists

On 11 August, Serenity wrote that the analysis in this area might have been underestimated when the financial and economic media, Baren Weekly, recently planned to cover light communications supply chain enterprises (e.g. AAOI). According to Serena, the light-module industry involves complex technical and commercial factors such as supply chain structures, CW laser bottlenecks, internal capacity planning, revenue growth pathways and profit margin forecasting, requiring a certain engineering and industrial research background. Serentity argued that Barren Weekly had recruited a new person from a non-profit organization in the field of communication consultancy, and had then been asked to start building income and profit models, analysing supply bottlenecks and capacity on the first day. The new employees may find it “ununderstood” in the face of complex semiconductor and light communications chain analysis, and consider the companies concerned to be “magnetic shares”. Serenity ironically argues that if the media themselves do not understand industry logic, it may end up reporting around market sentiment and hot labels rather than providing in-depth industry analysis。