Serenity
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AI/Semi Supply Chains Research
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UDN Money report "殺翻光通訊後 SemiAnalysis 惹議 業界揭其劣跡 許多公司慘遭魔手":
- SemiAnalysis, released a report in June, questioning the timing of the launch of the CPO on the grounds of low yield and delay, which caused the photonics sector to collapse.
- The agency then partnered with Tema to launch a photonics ETF.
- The shares held in the ETF under the trading code LAZR happened to be the photonics stocks that were mentioned negatively in the report
$HIMX and $LITE, which were specifically targeted negatively in their article "Powered Down, Lights Off", have been bought in Semianalysis and Tema's new ETF after the optical sector crash.
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