一起发财|5月 29, 2026 08:11
Many people got scared off by the earnings report today, not understanding the 77% followed by another 77% growth rate.
As for production capacity issues, the CEO said there’s no problem. Besides WIN SEMI, they’ve also found other manufacturers and will announce them at the right time. This one sentence is the most critical—this is an industry where demand exceeds capacity, and the only thing to worry about is production capacity.
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