Source item
Open original source ↗Ur welcome with $IQE https://t.co/dn7XDgZ4FE
Quoted context
These are the quoted author’s words.
-> $LITE is a known $GOOGL supplier. -> $IQE is a known $LITE supplier. -> $AXTI is a known $IQE supplier. Google TPU + Hyperscaler ASIC BOM are extremely confidential. But you can kinda guess from relationship mapping even though nobody will say $AXTI or $IQE supplies to X hyperscaler? You'd be surprised how multi-hop relationships are missed.
aleabitoreddit ↗