YHP(@YHPxo ):@aleabitoreddit Is $SOI already facing substrate supply tightness? If CPO scale-up accelerates, will Tower sign a longer-term strategic supply agreement with them, or stick to the spot market for flexibility?

YHP

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YHP@YHPxo

2026.05.13 11:45

@aleabitoreddit Is $SOI already facing substrate supply tightness? If CPO scale-up accelerates, will Tower sign a longer-term strategic supply agreement with them, or stick to the spot market for flexibility?

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