原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
$NVDA could cause another bottleneck like EML/CW but this time with high end probe card / test socket capacity.
- US related beneficiaries might be $FORM and $COHU from my own read through. (don't own any)
- WinWay, MPI and CHPT where the three cited by the article for probe card and socket markets.
The article also described a capacity spillover into:
- MSScorps (* hello) / MAtek / iST, which were cited in the source.
Sort of reminds me of what they did with EML/CW recently? The news just came out today so sometimes markets needs time to digest implications.
Eg. Winway said sock lead times went from 8w to 13-14w.
So it's worth looking into.
翻译：
$NVDA 可能会像 EML/CW 那样再次出现瓶颈，但这次是高端探针卡/测试插座产能。
- 我个人阅读后认为美国相关受益者可能是 $FORM 和 $COHU。（我并未持有）
- 文章中提到的探针卡和插座市场的三家公司是 WinWay、MPI 和 CHPT。
文章还描述了产能溢出至：
- MSScorps（* hello）/ MAtek / iST，这些在来源中被提及。
有点让我想起他们最近对 EML/CW 的操作？该消息今天刚发布，市场有时需要时间消化其影响。
例如，WinWay 表示插座交付周期从 8 周延长至 13-14 周。
因此值得关注。
$NVDA could cause another bottleneck like EML/CW but this time with high end probe card / test socket capacity.
- US related beneficiaries might be $FORM and $COHU from my own read through. (don't own any)
- WinWay, MPI and CHPT where the three cited by the article for probe card and socket markets.
The article also described a capacity spillover into:
- MSScorps (* hello) / MAtek / iST, which were cited in the source.
Sort of reminds me of what they did with EML/CW recently? The news just came out today so sometimes markets needs time to digest implications.
Eg. Winway said sock lead times went from 8w to 13-14w.
So it's worth looking into.
翻译：
$NVDA 可能会像 EML/CW 那样再次出现瓶颈，但这次是高端探针卡/测试插座产能。
- 我个人阅读后认为美国相关受益者可能是 $FORM 和 $COHU。（我并未持有）
- 文章中提到的探针卡和插座市场的三家公司是 WinWay、MPI 和 CHPT。
文章还描述了产能溢出至：
- MSScorps（* hello）/ MAtek / iST，这些在来源中被提及。
有点让我想起他们最近对 EML/CW 的操作？该消息今天刚发布，市场有时需要时间消化其影响。
例如，WinWay 表示插座交付周期从 8 周延长至 13-14 周。
因此值得关注。
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