Serenity 发文表示野村证券最新研究报告指出随着 AI 基础设施建设持续升温上游光子材料供应链正面临需求激增与供应

智通财经07-06

Serenity 发文表示野村证券最新研究报告指出随着 AI 基础设施建设持续升温上游光子材料供应链正面临需求激增与供应趋紧的双重压力。AXTI 和 IQE 是磷化铟（InP）产业链的主要受益者之一。价格方面2 英寸 InP 衬底价格预计上涨 42% 至 76%3 英寸 InP 衬底上涨约 78%；2 英寸 EML 外延片价格预计上涨 50% 至 75%3 英寸 CW 外延片价格涨幅也将超过 ...

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