Our Taiwan test consumable vendor trackers keep flashing the same signal: demand is robust. The real question isn't whether it's strong today - it's whether it's sustainable. For that, you have to look one layer up the chain, at test equipment. (1/6)🧵
AI 导读
我们的台湾测试耗材供应商追踪器持续发出相同信号：需求强劲。真正的问题不在于当下需求是否旺盛——而在于这种需求能否持续。要回答这个问题，你需要沿着产业链向上看一层，关注测试设备。(1/6)🧵
Our Taiwan test consumable vendor trackers keep flashing the same signal: demand is robust. The real question isn't whether it's strong today - it's whether it's sustainable. For that, you have to look one layer up the chain, at test equipment. (1/6)🧵
来源：SemiAnalysis· x.com