· 供应链分析

认为Win Semi等代工厂有能力为SIVE扩产。

涉及标的:

中文翻译

回复 @chuge857:这取决于 Win Semi 和其他代工厂。Win Semi 刚做了私募来扩大产能,我很有信心他们能为 $SIVE 扩出可观产量。没人知道2027年底或2028年的准确数字,但我相信世界领先代工厂之一。 不过……

英文原文

@chuge857 Up to Win Semi and other foundries. Win Semi just did a private placement to scale up capacity, pretty confident they can scale up significant volume for $SIVE. Nobody knows the exact figures for late 2027 or 2028, but confident in one of the world’s leading foundries. But

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