P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:
参加 April 2023
964 フォロー中 68.8K ファン
Morgan Stanley sees ABF substrate prices rising at least 25% in 2027, with supply shortages persisting through 2030.
New capacity will not ramp until 2028-2030, limiting near-term supply relief.
もっと見る
