· 供应链分析
相关概念： InP 磷化铟衬底
“严重的磷化铟(InP)短缺引发史上最大涨幅”——$AXTI。 供应商直言：“即使你有钱，也可能买不到材料”（哈哈）。 - 行业消息源透露，InP衬底价格从去年第四季度开始上涨，这是连续第四次衬底涨价。 - 预计最新的第四季度涨幅将超过10%。 - 同时，由这些衬底制成的外延片(epitaxial wafers)价格已上调两次，市场正走向第四季度的第三次连续涨价。（我也写过关于$IQE的论点，该公司同样受益）。 文章指出VPEC、Landmark、IET受益（以台湾为中心的报道）。 我去年就预测到了这一点……瓶颈是真实的，但我对接下来的涨价幅度有更高的预期。 很高兴它开始应验了。
"Severe InP Shortage Triggers Largest Price Hike Ever" - $AXTI. Suppliers have bluntly stated that "even if you have the money, you still may not be able to get the material" (lol). - Industry sources revealed that InP substrate prices began rising in Q4 last year and was the fourth consecutive substrate price hike. - The latest Q4 hike is expected to be >10%, - Meanwhile, prices for epitaxial wafers made from those substrates have already been raised two times, and the market is moving toward a 3rd consecutive increase in Q4. (I also wrote a thesis on $IQE, which benefits here too). Article states VPEC, Landmark, IET benefits (Taiwan centric reporting). I did predict this last year... The bottleneck is real, but I do have higher expectations for price hikes that comes next. Glad it's starting to play out.