New report from Bloomberg on $IQE: “indium phosphide substrates is emerging as a key risk for the semiconductor industry.” I wonder who could have g...
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New report from Bloomberg on $IQE: “indium phosphide substrates is emerging as a key risk for the semiconductor industry.” I wonder who could have g...
Serenity: Oh look… a new report by Reuters shows China’s control over InP threatens the AI DC buildout.
Who could have guessed $AXTI would have been a major point of failure?


Who could have guessed $AXTI would have been a major point of failure?