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What changed, and what is the evidence.
ComputeSensingGpu
🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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UBS: 6-inch substrates should remain tight through 2030 because only Sumitomo Electric and AXT can mass-produce at stable quality. However, for mature 2 4 inch substrates, Chinese entrants may eventually erode the advantage of scale alone.… |
Expert call covering InP substrates – CPO & high-power CW laser demand drivers, 3" to 4"/6" wafer size transition, yield bottlenecks, raw phosphorus constraints, and 2H27/2028 market balance outlook. $AXTI https://t.co/hZfgeYxImE |
Mizuho: InP Supply > InP Substrate Bottleneck: InP substrate remains the tightest bottleneck in the supply chain, with Sumitomo Electric and AXT controlling approximately 85% of the market. > Capacity Growth: Global InP substrate capacity… |
Nomura: EML & CW material and equipment value chain $AXTI $COHR $LITE $ASML $AMAT $LRCX |
IQE reiterating what the industry has said about InP: "As we've previously highlighted, we are seeing high demand for our indium phosphide and gallium arsenide optical interconnect technologies." "Indium phosphide substrates are becoming… |
Nvidia is prepaying billions for a material that most people have never heard of (Save this). Indium phosphide is the only material that efficiently turns electricity into laser light at fiber wavelengths and silicon cannot do it, so every… |