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P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semiconductors & Tech | Sharing my knowledge & insights with the world 🌍 | Deep dives, research, discord in my substack!📍| PMs Open 👇
参加 April 2023
858 フォロー中    55.4K ファン
Take a read on InP supply, demand, and pricing in this article below. It mentions supply coming out of China from $AXTI and more. If you would like full access, I suggest you subscribe on X or substack.
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