Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others): Using 10% of Win's wafer capacity as a low...
Twitter @Serenity
Lot of people were curious about $SIVE capacity volume ramp modeling through fab-light (Win Semi + others): Using 10% of Win's wafer capacity as a low...
Anders Storm: @seonu63038896 Your assumptions are wrong. Win Semiconductors has a InP capacity of 35.000 wafers per year. Assume even a low number 10% of that is 3500 wafers. There are approximately 3000 CW arrays on a wafer, price per Array >$50. At only 10% of this capacity Sivers could sell for more than