last week FF net buy 88m

高盛最新研报解读Ai下一个超级趋势在哪？ http://xhslink.com/o/32Lnm9ZDSoX Copy and open rednote to view the note

today briefing RF翻身 Ai related 继续

admiral. true. i think there will be announcenent in june

lumiled cant make profit now mainly due to their excesive capacity and not productive.
inari is being known as efficient. they can use thei capacity and improve the producyion BE via Inari4.0

i think they have to deal with it if you want to own the IP or Pattern. Part of biz world.
i have seen lumiled has undergons the plan to move from oversea region office to penang. as their region office. like FC or finance director.
inari also hunting for advance packaging director and process intergration director.
these 2 directors usually onboard when mass production to be commenced

D company is lousy 1. just manified by the market.

lets monitor

the management said they can manage the BE better than lumiled. they underutilize the capacity and not productive.

Ho Kuan. 你说的对 今天briefing 不错