Alex A.C.
@AnalysisOp
M. Eng. Electronic โก ใฐ๏ธ
Financial data & analysis. Value investing. Growth? at a reasonable price ๐ฆ ๐ง๐ป
๊ฐ์
February 2023
148 ํ๋ก์ ์ค 4.6K ํฌ
According to Zephyr, the 5-years $AAOI deal for buying 4-inch InP wafers is a good one when it comes to price ๐ง
So not only securing capacity but buying cheap ๐
AAOI signed a pretty big InP supply agreement with Yunnan Germanium
AAOI got a pretty good deal
$194M for 180k 4-inch wafers is basically $1077 per InP wafer
