中文翻译
回复 @madridraptor：如果我没记错，$QCOM 是字节跳动，也可能是 $AMZN，不是 $GOOGL TPU。 不过我真的不喜欢高通对中国的敞口有多大。但他们做了一些非常重要的光子学收购，比如 Alphawave（类似 Marvell 收购 Celestial）……
· 供应链分析
讨论高通与字节/亚马逊相关机会及光子学收购。
英文原文
@madridraptor $QCOM was Bytedance and maybe $AMZN if i remember correctly, not $GOOGL TPU. I'm really not a fan of how much exposure Qualcomm has to China though. But they made some really important photonics acqusitions like Alphawave (similar to what marvell did with celestial)... for