Friday, July 18, 2025 8:18:25 PM
Researchfyi:
"I think that if LQMT were to be a part of the increased production being bantered about regarding the Apple iPhone, all LL and Yian had to do was add capacity to Yian and account for LQMT’s share. There would be no reason to start a subsidiary."
I don't believe that. The difference is LQMT gets 70% of the cut for manufacturing vs 30% for going through Eontec/Yihao.
I believe Li wants a bigger cut of the APPLE pie; thus he set up a separate manufacturing facility.
This is very bullish to me!!!!
"I think that if LQMT were to be a part of the increased production being bantered about regarding the Apple iPhone, all LL and Yian had to do was add capacity to Yian and account for LQMT’s share. There would be no reason to start a subsidiary."
I don't believe that. The difference is LQMT gets 70% of the cut for manufacturing vs 30% for going through Eontec/Yihao.
I believe Li wants a bigger cut of the APPLE pie; thus he set up a separate manufacturing facility.
This is very bullish to me!!!!
Bullish
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