中文翻译
@NabQ321 直接把全部仓位押到那种会随着时间大幅扩张 TAM 的卡点里，比如先进封装或光子领域的玻璃基板。
· 供应链分析
把资金集中到长期卡点
英文原文
@NabQ321 full port it into a chokepoint that has massive TAM expansion over time like glass substrates for advanced packaging or photonics.
· 供应链分析
@NabQ321 直接把全部仓位押到那种会随着时间大幅扩张 TAM 的卡点里，比如先进封装或光子领域的玻璃基板。
@NabQ321 full port it into a chokepoint that has massive TAM expansion over time like glass substrates for advanced packaging or photonics.