中文翻译
@Paulyy_K 这个决定由你自行判断。我只是觉得有点好笑，因为目前磷化铟(InP)的价格和短缺情况正面临巨大的挤压。然而，人们却在反应2024年或去年第一季度至第三季度（其中第一季度确认递延）的收入确认和合同。 https://t.co/5ScwrUYBDG
· 供应链分析
指出市场忽视InP短缺挤压，仍纠结于旧合同收入确认。
英文原文
@Paulyy_K That decision is up to you. All I’m saying is I’m laughing a bit because what we’re seeing with InP prices and shortages is a huge squeeze. Yet people are reacting to former revenue recognition and contracts made in 2024 or q1-q3 last year (with 1q recognition deferred) https://t.co/5ScwrUYBDG