Serenity (@aleabitoreddit) “Ur welcome with $IQE” — TopicDigg
Serenity
@aleabitoreddit
I only use X, beware of imposters.
AI/Semi Supply Chain Analyst
Not investment advice, DYODD. Sharing personal thought process on supply chain bottlenecks.
加入 July 2025
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Ur welcome with $IQE
-> $LITE is a known $GOOGL supplier.
-> $IQE is a known $LITE supplier.
-> $AXTI is a known $IQE supplier.
Google TPU + Hyperscaler ASIC BOM are extremely confidential.
But you can kinda guess from relationship mapping even though nobody will say $AXTI or $IQE supplies to X hyperscaler?
You'd be surprised how multi-hop relationships are missed.
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