The reason is that that is how real world is. Same 2 cos can compete and collaborate.
This is ok. On some products where they are not as competitive as xpro they can buy from xpro. On some where they are competitive they might manufacture
For example consider shivalik and vishay. Vishay manufactures some of resistors but not ultra low ohmic shunts
This depends on the machines as well. I believe the latest machines xpro will get will enable them to manufacture sub 4 micron films as well.
You are sort of right. The lower micron films have higher capacitance enabling application in some of the new age tech application like EV, Solar etc. See Bruckner website
I believe q4 might prove to be better than Q3 with a earlier onset of summers & warm temperature.
Been adding lately.
Disclaimer: invested & biased this is in no way a recommendation to do any buy or sale transactions
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