P Equity Research ๐ฐ
@pequityresearch
Research ๐ & News ๐๏ธ | Semiconductors & Tech | Research & discord in substack | For China focused research:
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April 2023
877 ํ๋ก์ ์ค 56K ํฌ
UBS: Supply Chain Lead Time
Power Semiconductors: 6-12 months
Backup Power Systems: 10-18 months
Switch Gear: 10-18 months
Power Transformers: 36-42 months
Gas Turbines: 2-7 years
$GEV $TXN $NXPI $ADI $WOLF $ON $STM
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