$MTSI
看多2026-06-12喊单前后价格走势
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各周期结果成熟中 · 约 21 个交易日后揭晓
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原帖
Serenity · 2026-06-12
VPEC new price hikes on Epiwafers today. Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers. This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are. (disclosure: have positions in IQE)
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