Alex A.C.
@AnalysisOp
M. Eng. Electronic ⥠ã°ī¸
Financial data & analysis. Value investing. Growth? at a reasonable price đĻ đ§đģ
Joined February 2023
148 Following 4.6K Followers
According to Zephyr, the 5-years $AAOI deal for buying 4-inch InP wafers is a good one when it comes to price đ§
So not only securing capacity but buying cheap đ
AAOI signed a pretty big InP supply agreement with Yunnan Germanium
AAOI got a pretty good deal
$194M for 180k 4-inch wafers is basically $1077 per InP wafer
