Irrational Analysis
@insane_analyst
Engineering-Driven Investment Analysis
参加 March 2024
103 フォロー中 48.6K ファン
Integrated lasers is a very bad idea and sign the market is super desperate. Photon shortage.
I agree with Hurlston. Seems the Sumitomo 6in wafers are quite bad. Really funny as COHR yields probably not their fault, Sumitomo fault lol.
もっと見る
