中文翻译
我猜市场也认同我对 $LPK 的看法？ -> 当玻璃核心基板是下一波先进封装浪潮 -> 又是一个垄断卡点 -> 再叠加 CPO 应用。 通常就会一路起飞。 https://t.co/46u7msyDIl
· 供应链分析
LPK 受益于玻璃核心基板与 CPO
涉及标的： $LPK
英文原文
I guess markets agree with my take on $LPK? -> When you have glass core substrates as the next advanced packaging wave -> be a monopoly chokepoint -> add in CPO applications. It typically goes brrr. https://t.co/46u7msyDIl