中文翻译
@mi20483980476 所以这三者其实分属三个不同类别（当然有重叠），我都喜欢。 $AEHR 做测试。 $TSEM 更像是晶圆代工。 $AAOI 则更像是激光 fab -> 设计 -> 组装。 这就是一条供应链。
· 供应链分析
把 AEHR、TSEM、AAOI 分别对应测试、代工和激光供应链。
英文原文
@mi20483980476 So they all sit in three separate categories (with some overlap) and I like all three. $AEHR does testing. $TSEM is more like a foundry then $AAOI is more like laser fab -> design -> assembly It's a supply chain.