1. Super Micro Computer's low net margins suggest a lack of competitive advantage; 2. Its growth rate lags behind NVDA, indicating weak bargaining power in the AI data center market; 3. Historical parallels with Gateway, Inc. suggest potential long-term underperformance; 4. Auditor issues raise concerns about risk perception.

1. POET Technologies has surged from $1 to $5.13, driven by its innovative optical solutions and potential in AI data center networking; 2. Despite financial challenges, POET's funding ensures runway through 2026, with potential stock targets of $6 and $7; 3. Recent partnerships with Foxconn, Luxshare, and Mitsubishi highlight POET's growing traction in the semiconductor space.

➀ Shiguang Semiconductor presents an interesting report on InP+Silicon Photonics solutions for AI data centers; ➁ The company focuses on SOA and Gain chip development, collaborating with AMF to develop on-chip light source solutions; ➂ The report discusses the application of silicon photonics in data centers, highlighting issues and solutions in light sources; ➃ Shiguang Semiconductor's main products include SOA and DFB, with specifications such as center wavelength, bandwidth, and power output.

➀ Zettabyte and Wistron announce a strategic alliance to build Taiwan's first ultra-large-scale AI data center. ➁ The collaboration aims to meet the growing demand for AI and machine learning technologies in Asia. ➂ The data center will leverage Wistron's ICT expertise and NVIDIA's AI hardware platform to enhance Taiwan's global AI ecosystem. ➃ The project is expected to strengthen Taiwan's AI infrastructure and competitiveness, benefiting sectors like semiconductors, healthcare, finance, manufacturing, and smart cities.