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北京时间·🕒 发布 06-12 15:22:33时区推断·⟳ 抓取 06-12 15:46:08·⚡ 决策 06-14 19:03:43 +2d03h·134.9 天前
VPEC外延片涨价，KOL看好IQE与MTSI供应链瓶颈机会
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VPEC new price hikes on Epiwafers today. Positive bottleneck read through on companies like $IQE and Landmark (3081) in…
观望 IQE.US
底层逻辑为VPEC外延片涨价利好同业IQE，但IQE.US大概率为OTC市场流动性极差，且KOL披露持有仓位存在喊单嫌疑。建议观望，若需参与应转向伦敦主板IQE.L，并等待VPEC(3081.TW)官方证实涨价消息。
不做 MTSI.US
MTSI为下游芯片设计厂，外延片涨价虽保障产能但增加成本端压力，且公司市值较大，单一材料涨价事件弹性极低，不具备事件驱动交易价值。
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展开原文 · 319 字
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)
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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