VPEC对epiwafer的涨价表明像IQE这样的关键供应商具有强劲的需求和定价能力，此前MTSI投资以确保产能。
VPEC对epiwafer的涨价表明像IQE这样的关键供应商具有强劲的需求和定价能力，此前MTSI投资以确保产能。
“VPEC new price hikes on Epiwafers today. Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers. This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are. (disclosure: have positions in IQE)”原帖：X / @aleabitoreddit ↗