中文翻译
@Jornka329996 哦，那家是 Nippon Chemical Industries，市值 1.69 亿美元；如果把它打掉，整个 photonics 方向的 AI buildout 都会被扰乱。 因为它是生产 InP 衬底所需红磷的第一供应商，而这些衬底又要用在 $AXTI、Sumitomo 和 JX 里。
· 供应链分析
指出 Nippon Chemical 是 photonics AI 供应链关键材料商。
涉及标的： $AXTI
英文原文
@Jornka329996 Oh it was Nippon Chemical Industries at $169m, if you take down that company it disrupts the entire AI buildout with photonics. Since its the #1 supplier of red phosphorus needed to make inp substrates at $AXTI, Sumitomo, and JX.