中文翻译
我觉得这只是 $LITE 的公司措辞，意思其实就是： “我们没有足够的 InP substrates”。 还记得我去年说过，随着 photonics 放量，$AXTI 会继续作为关键瓶颈而增长吗？ https://t.co/DfeQa3haIK
· 供应链分析
认为 LITE 其实是在说 InP substrates 不够
英文原文
I think this is just $LITE corporate wording for: “We don’t have enough InP substrates”. Remember I sad last year that as photonics ramps up, $AXTI will just keep growing as a critical bottleneck? https://t.co/DfeQa3haIK