Alex A.C.
@AnalysisOp
M. Eng. Electronic ⚡ 〰️
Financial data & analysis. Value investing. Growth? at a reasonable price 🦔 🧔🏻
加入 February 2023
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According to Zephyr, the 5-years $AAOI deal for buying 4-inch InP wafers is a good one when it comes to price 🧐
So not only securing capacity but buying cheap 🙌
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
