· 供应链分析

NVDA投资LITE带动其供应商IQE股价大涨28%

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中文翻译

@ryansfinance 所以 $NVDA 向 $LITE 投资 20 亿美元,$IQE 可能是最大的受益者,因为作为其外延晶圆(epiwafer)代工厂,他们是 $LITE 的主要供应商。我一直在想为什么 IQE 今天涨了 28%……这大概就是原因。

英文原文

@ryansfinance So $NVDA investing $2B into $LITE is probably the biggest beneficiary for $IQE since they're a massive $LITE supplier as their epiwafer foundry. I was wondering why IQE was up 28% today... This was probably the reason

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