中文翻译
@LIWEI_TWCapital 对，Win 也应该算上，我刚才忘了。 它在光学敞口里其实被严重低估了，而且我觉得它会成为明年的一个瓶颈，因为他们在帮 $SIVE 做激光量产爬坡。
· 供应链分析
Win 也是光学敞口里的关键瓶颈
英文原文
@LIWEI_TWCapital Yeah Win should be on there too forgot about it. It's really understated for optical exposure and I see it being one of the bottlenecks next year since they're helping $SIVE with laser volume ramp.