P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
参加 April 2023
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Jefferies: Ayar Labs sees CPO ramps still starting in C28 and shipping in much larger quantities in C29.
$LITE $COHR $NVDA $MTSI $AMD
