Kairos(@KairosPraxis):IMO, this partnership is more bullish for $MRVL than it is for $ATS. AT&S was going to use up the capacity sooner or later. The fact that $MRVL prepaid for commitments is a good sign of demand. The big question is why does $MRVL need large/advanced substrates from AT&S? TPU seems to be the obvious guess.

Kairos

@KairosPraxis

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参加 February 2025

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Kairos@KairosPraxis

2026.09.23 16:48

IMO, this partnership is more bullish for $MRVL than it is for $ATS. AT&S was going to use up the capacity sooner or later. The fact that $MRVL prepaid for commitments is a good sign of demand. The big question is why does $MRVL need large/advanced substrates from AT&S? TPU seems to be the obvious guess.