· 供应链分析

LPTH订单积压1亿,等待客户从锗供应链转向黑钻技术。

涉及标的:

中文翻译

@Ren_aramb 是的,$LPTH 积压订单约 1 亿美元。需求确实存在,看起来现在是在等待企业从外国拥有的锗(Germanium)供应链转向黑钻(Black Diamond)技术。

英文原文

@Ren_aramb Yeah $LPTH is backlogged with ~$100m. Demand is there, looks like a waiting game for companies to switch over to black diamond from foreign owned germanium supply chains https://t.co/sgVpFZFwMa

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