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Open original source ↗New report from Bloomberg on $IQE:
“indium phosphide substrates is emerging as a key risk for the semiconductor industry.”
I wonder who could have guessed this last year with $AXTI? https://t.co/ETW7Y2Pz7z
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These are the quoted author’s words.
Oh look… a new report by Reuters shows China’s control over InP threatens the AI DC buildout. Who could have guessed $AXTI would have been a major point of failure? https://t.co/mu9sOWGHN6
aleabitoreddit ↗