中文翻译
Grok 可能混淆了晶圆制造(wafer fab)与磷化铟(InP)衬底制造。$AVGO 的 Penn 工厂仍需从住友、$AXTI 或 JX 采购 InP 衬底来制造激光器（这就是瓶颈所在），且它们很可能是客户。 而那家市值仅 7 亿美元的化合物半导体公司 $AXTI 可能是其中唯一一家实现端到端控制的企业，从镓、铟等初始原材料精炼开始就拥有上游资源。 因此，“主要不进口 InP 晶圆/衬底”这一说法可能是错误的。
· 供应链分析
澄清Grok误解，指出AVGO依赖AXTI等InP衬底，AXTI具备全产业链优势。
英文原文
Grok is likely conflating wafer fab with InP substrate manufacturing. $AVGO's penn fab still requires InP substrates from Sumitomo, $AXTI, or JX to build the lasers (hence the bottleneck) and they're likely customers. And that small $700M MC company $AXTI is probably the only one of the bunch that does this end-to-end by owning Gallium, Indium, etc. on from the initial raw material refining. So the "does not primarily import InP wafers/substrates” part is probably wrong.