· 供应链分析

认为SIVE/XFAB更匹配EU政策激励,SOI/NOK已更成熟。

涉及标的:

中文翻译

回复 @aphexinvests:所以 $SOI 和 $NOK 已经更成熟。 我更深入看了,提案重点是3000万到5亿资金和收入激励,用来把放量前生产玩家桥接到高量制造(HVM)。 $SIVE / $XFAB 更符合政策激励,但我也不会惊讶……

英文原文

@aphexinvests So $SOI and $NOK are already more established. I looked into it deeper, and the proposals were focused around 30-500M funding and revenue incentives, to bridge the pre-volume production players to HVM. $SIVE / $XFAB map to policy incentives better, but wouldn't be surprised

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