中文翻译
谢谢！我知道有些粉丝推荐了 Aixtorn，但还有其他有趣的供应商，比如 Oxford Instruments。我已经对 $IQE 和 epiwafer（外延晶圆）代工晶圆厂做了更多尽职调查(DD)，但光子学领域也有像 $ASML 这样的公司。令人惊讶的是 $VECO 也在那里，尽管我之前是因为 HBM（高带宽内存）相关业务而了解他们。
· 供应链分析
探讨光子学及半导体供应链中除ASML外的其他关键供应商。
英文原文
Thanks! I know a some followers recommended Aixtorn, but there's other interesting suppliers like Oxford Instruments out there. I already did more DD into $IQE and the epiwafer merchant foundries, but there's the $ASML's of the photonics world too. Surprisingly $VECO was up there too although I knew them for HBM related stuff.