WIN Semi

5 atoms · 跨 2 天 · 首见 2026-05-12 · 最近 2026-06-01

三色: 🟦 fact 3 · 🟥 take 2 · stance ▲2/▼1/◆2

来源: X 5

时态: fresh:3 · aging:2

标签: 好数字:2 · 好观点:2 · 好思考:1

叙事 (narrative) (2)

• 2026-05-12 [老化中] · optical exposure level
  It's really understated for optical exposure
  tags: 好观点 · → daily
• 2026-05-12 [老化中] · role as supplier
  They're helping $SIVE with laser volume ramp
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-05-12 · role as bottleneck
  I see it being one of the bottlenecks next year since they're helping $SIVE with laser volume ramp
  tags: 好思考 · → daily
  value: date=next year

事实 (fact) (2)

• 2026-06-01 · 客户激光可靠性低导致InP激光二极管停产
  $sive의 파트너사인 WIN Semi는 고객사의 레이저 신뢰도가 '매우 낮아' InP 레이저 다이오드 생산을 중단했다고 투자자들에게 밝혔다
  tags: 好数字 · → daily
• 2026-05-12 · performance
  Only WIN Semi is down today
  tags: 好数字 · → daily
  value: direction=down

时间轴 (近 20)

• 2026-06-01 · fact · 客户激光可靠性低导致InP激光二极管停产 · → daily
• 2026-05-12 · fact · performance · → daily
• 2026-05-12 · narrative · optical exposure level · → daily
• 2026-05-12 · forecast · role as bottleneck · → daily
• 2026-05-12 · narrative · role as supplier · → daily

← 实体目录 · 系统日志