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光通信・ネットワークコース
既存のリンクの仕組み、供給者分析、観測の実習を明示的な章順で読む。
01. HBM and fabric queuesを読む：事業価値の境界
HBM, topology, oversubscription, and optical links form one queueing system. Locate the limiting resource before creating an equity narrative. 技術、会計、供給制約を混同せずに読む教材。
07. AAOI financial statementsを読む：事業価値の境界
Turn revenue, gross margin, inventory, receivables, and cash flow into time-stamped questions rather than a price forecast. 技術、会計、供給制約を混同せずに読む教材。
09. AAOI qualified capacityを読む：事業価値の境界
Capacity is qualified throughput, not floor space. Yield, test time, material availability, and cash conversion decide whether an order becomes revenue. 技術、会計、供給制約を混同せずに読む教材。
13. Aristaのバックエンドネットワーク：ポート、リンク、運用へ翻訳する
leaf-spine構成を、スイッチ密度と実導入を混同せずに読む。光部品がどこで増え、どの条件で運用が変わるかを扱う。
14. interconnect domainsを読む：事業価値の境界
Interconnects operate at different layers and deployment choices. Compare topology, software, NICs, switches, and reach. 技術、会計、供給制約を混同せずに読む教材。
15. laser and packaging supply chainを読む：事業価値の境界
The next constraint may be an input, qualified process, test station, or customer validation. A shortage needs a named stage and evidence. 技術、会計、供給制約を混同せずに読む教材。
16. conditional valuationを読む：事業価値の境界
Use conditional bull, base, and bear operating scenarios. Volume, mix, yield, utilization, working capital, and discount rate are assumptions to expose. 技術、会計、供給制約を混同せずに読む教材。