· 供应链分析
$MSFT 看起来像是在秘密买入 Riber < $ALRIB >，用于 Microsoft Quantum。 更广泛的市场和算法大概还不知道这种关联。 MBE 对量子计算、量子点激光器、VCSEL 和硅光子都很重要。 但如果 Microsoft Quantum： -> 开始向这家欧洲设备制造商采购 那长期影响会很大。 量子仍然非常早期，早期产业的风险也很实在。 但如果这家公司看起来像量子领域的 $AIXA，而且作为和 $VECO 并列的 MBE 双寡头之一，前瞻市盈率大约 27 倍并且还在盈利，那它就挺有意思的。 从公开的 LinkedIn 线索来看，美国超大规模客户正在使用 Riber 的 MBE 设备来制造前沿量子芯片。 至少这能验证这家公司作为一项技术的重要性。 而且也让它看起来更有机会在未来拿到量子计算和量子点资本开支周期。
$MSFT looks like a secret buyer of Riber < $ALRIB > for Microsoft Quantum. The broader market and algorithms likely don’t know this connection yet. MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics. But the long-term implications are sizable if Microsoft Quantum: -> Are starting to buy from this European equipment manufacturer Quantum is still very early and risks to early stage industries are material. But since this company looks like an $AIXA for Quantum and trades at a profitable ~27x est. forward P/E, as a duopoly for MBE with $VECO, it looks interesting. From open LinkedIn intelligence, having a US hyperscaler use Riber MBE equipment to fab frontier quantum chips. At the very least helps validate the company’s importance as a technology. And makes it appear well positioned to capture quantum computing and quantum dot capex cycles in the near future.