中文翻译
不，我现在最喜欢的敞口大概是 $LPK，因为它们给所有人供货。 我的意思是，如果你做多玻璃核心基板，Samsung、$INTC 和其他公司可能会更大一些。 SKC 可能是这个领域里市值最低的龙头。 然后如果它们跑通了，HB 大概会顺带受益，并且最终给其他玩家提供和良率相关的东西。
· 供应链分析
认为 LPK 是最喜欢的玻璃基板敞口
英文原文
No. $LPK is probably my favorite exposure right now since they supply to everyone. I'm just saying if people are long glass core substrates, Samsung, $INTC, and others are probably a bit bigger. SKC is probably the lowest MC leader in that space. Then if you see them succeeding, then HB gets a piggyback + probably ends up supplying yields related stuff to the other players.