中文翻译
rasa 虽然也是双寡头之一，但和 NCI 比，它在红磷这块更多算是次级供应商。 我更在意的是集中度比例，而 NCI 是全球领头羊。不过没错，你可以买两家，而西方世界基本上已经没法自己生产高纯度红磷了…… 也就没法再做 InP 衬底……也就没法再做 photonics。
· 供应链分析
补充 NCI 才是高纯红磷的主导供应商。
英文原文
rasa is a duopoly but they're considered a secondary supplier for red phosphorus compared to NCI. I cared more about concentration %, where NCI is the world's leader. But yes, you can buy both and the Western world basically can't make high purity red phosphorous anymore... and no more inp substrates... and no more photonics.