原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Mediatek + solana:LruuJRDNxyuVhpFe8eXK2keMFo9V9e4DzfERscBpump beneficiaries:
First thing that comes to mind is who benefits, if I had to rank from intial look:
1. Keystone Microtech (6683), $1.04B MC
Probe cards, SLT + test. Multiple Taiwan industry reports identify MediaTek as Keystone's #1 customer.
2. CHPT (6510), $2.8B
Advanced probe cards / (XPU wafer test)
3. Sigurd (6257), $3.3B
Wafer probing, burn-in, MediaTek backend test partner
4. WinWay (6515) $7.2B
test sockets/interfaces for MediaTek
5. KYEC (2449) $10.9B
testing, burn-in for MediaTek
Theres your Kinsus, Unimicron, Shennan Circuits, Zhen Ding, Tongfu Microelectronics, JCET, Ibiden, ASE, and other players that work with Mediatek as well (but less beta).
Airoha (6526) is probably the most interesting one i need to investigate more, since it's a Mediatek subsidary:
They do DSPs, TIA/optical connectivity, EML/SiPh/VSCEL drivers, SerDes, and others... where a lot of these happen to be large bottlenecks if you look at $SMTC + $AAOI earnings.
(don't own any of flagged names above, just sharing notes)
US related with Mediatek exposure would be:
$AMKR, $TER, $INTC, $TSM (yeah taiwan but us listed), $MU, then for design/IP prob $SNPS, $CDNS, $ARM.
But those are much less correlation (Mediatek is in Taiwan, so all your small suppliers are over there).
Again probably need to filter more into what benefits specifically with Mediatek's ASIC program
But usually a rising boat lifts all tides if they're suppliers in other segments.
Just initial look
翻译：
Mediatek + solana：LruuJRDNxyuVhpFe8eXK2keMFo9V9e4DzfERscBpump 受益者：
首先想到的是谁
Mediatek + solana:LruuJRDNxyuVhpFe8eXK2keMFo9V9e4DzfERscBpump beneficiaries:
First thing that comes to mind is who benefits, if I had to rank from intial look:
1. Keystone Microtech (6683), $1.04B MC
Probe cards, SLT + test. Multiple Taiwan industry reports identify MediaTek as Keystone's #1 customer.
2. CHPT (6510), $2.8B
Advanced probe cards / (XPU wafer test)
3. Sigurd (6257), $3.3B
Wafer probing, burn-in, MediaTek backend test partner
4. WinWay (6515) $7.2B
test sockets/interfaces for MediaTek
5. KYEC (2449) $10.9B
testing, burn-in for MediaTek
Theres your Kinsus, Unimicron, Shennan Circuits, Zhen Ding, Tongfu Microelectronics, JCET, Ibiden, ASE, and other players that work with Mediatek as well (but less beta).
Airoha (6526) is probably the most interesting one i need to investigate more, since it's a Mediatek subsidary:
They do DSPs, TIA/optical connectivity, EML/SiPh/VSCEL drivers, SerDes, and others... where a lot of these happen to be large bottlenecks if you look at $SMTC + $AAOI earnings.
(don't own any of flagged names above, just sharing notes)
US related with Mediatek exposure would be:
$AMKR, $TER, $INTC, $TSM (yeah taiwan but us listed), $MU, then for design/IP prob $SNPS, $CDNS, $ARM.
But those are much less correlation (Mediatek is in Taiwan, so all your small suppliers are over there).
Again probably need to filter more into what benefits specifically with Mediatek's ASIC program
But usually a rising boat lifts all tides if they're suppliers in other segments.
Just initial look
翻译：
Mediatek + solana：LruuJRDNxyuVhpFe8eXK2keMFo9V9e4DzfERscBpump 受益者：
首先想到的是谁
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