中文翻译
@Nichola30641241 所以磷化铟(InP)一直是一个许可瓶颈，我不认为这会改变。镓/锗出口政策只是半导体材料板块的一个代理指标。因此，如果该政策在一年内保持稳定，磷化铟(InP)很可能将继续通过许可流程流通。
· 供应链分析
磷化铟许可瓶颈难改，镓锗政策稳定则供应可续。
英文原文
@Nichola30641241 So InP was always a permit bottleneck, don't see that changing. The gallium/germanium export policy is just a proxy of the semi materials sector. So if that is fine for a year, the InP will likely continue to flow through permitting.