Formless(@Amiteshkumar840):I talked to people in the semiconductor industry and they all agree that $AAOI production capacity is way overestimated Way overestimated The milestones they're promising can't even be met With all this massive demand and huge orders, Chinese companies are just going to crush them completely because there's no other choice

2026.08.10 15:35

I talked to people in the semiconductor industry and they all agree that $AAOI production capacity is way overestimated Way overestimated The milestones they're promising can't even be met With all this massive demand and huge orders, Chinese companies are just going to crush them completely because there's no other choice