· 供应链分析

认为SIVE/SOI/XFAB可能获得EU Chips Act 2资金。

涉及标的:

中文翻译

是的,如果看到 $SIVE、$SOI 和 $XFAB 获得 EU Chips Act 2 资金,我不会惊讶。 很高兴我在那里所有多头(除了 $IQE)都列在蓝图中,我之前研究时还没看到! 不过正式公告看起来推迟到下周了。

英文原文

Yeah would not be surprised to see $SIVE, $SOI, and $XFAB funding with EU Chips Act 2. Glad to all my longs there (aside from $IQE) listed on the blueprint, I didn’t see that earlier in my research! Looks like formal announcement got pushed back to next week though. https://t.co/2SdG4Gocql

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