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@Amiteshkumar840
参加 September 2012
25 フォロー中 9 ファン
I talked to people in the semiconductor industry and they all agree that $AAOI production capacity is way overestimated
Way overestimated
The milestones they're promising can't even be met
With all this massive demand and huge orders, Chinese companies are just going to crush them completely because there's no other choice
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