InP

21 atoms · 跨 13 天 · 首见 2026-04-22 · 最近 2026-07-05

三色: 🟦 fact 11 · 🟥 take 10 · stance ▲7/▼6/◆0

来源: X 20 · News 1

时态: fresh:20 · aging:1

标签: 好观点:11 · 好数字:7 · 好信源:4 · 好思考:2

叙事 (narrative) (6)

• 2026-06-11 · export controls on InP
  Export controls on InP
  tags: 好观点 · → daily
  value: date=2026-06-11
• 2026-06-08 · situation is bad
  People still dont understand how bad InP situation is
  tags: 好观点 · → daily
• 2026-05-29 · 良率改善速度
  良率在InP根本不是能急速拉起來的東西
  tags: 好观点 · → daily
• 2026-05-16 · 不可替代性
  Silicon cannot generate light. InP is irreplaceable for lasers
  tags: 好观点 · → daily
• 2026-05-16 · 当前瓶颈
  Right now that domino is InP.
  tags: 好观点 · → daily
• 2026-04-22 [老化中] · under-priced bottleneck description
  This article identifies InP (Indium Phosphide) as the most critical yet under-priced bottleneck in the AI infrastructure cycle.
  tags: 好观点 · → daily

预测 (forecast) (4)

• 2026-05-27 · 2026年瓶颈判断
  InP like HBM, will be a bottleneck for 2026 as they’re the foundational materials used for lasers in these deployments.
  tags: 好观点·好思考 · → daily
  value: date=2026
• 2026-06-16 · demand outlook
  That would be insane. InP will be much less needed — lots of optics industry go tits up
  tags: 好观点 · → daily
• 2026-05-28 · 需求增长倍数
  目前看太保守了，仅Nvida一家的激光器达到20倍需求
  tags: 好观点 · → daily
  value: qty=远超五倍 · direction=increase
• 2026-05-09 · 即使硅基探测器替代，InP仍将用于激光器
  지금은 레이저+디텍터가 필요하지만, 실리콘쪽이 디텍터로 대체되어도 InP는 레이저로 꾸준히 쓰일거에요
  tags: 好观点 · → daily

事实 (fact) (11)

• 2026-04-27 ⭐ · 需求增速
  需求在 2026 年增长 148%
  tags: 好数字·好信源 · → daily
  value: qty=148% · date=2026年
• 2026-05-20 · 缺口
  英伟达 1QFY27 财报总结 - InP 缺口 50-70%，产能锁定至 2028 年
  tags: 好数字·好信源 · → daily
  value: qty=50-70% · direction=短缺
• 2026-06-11 · 中国控制
  a new report by Reuters shows China’s control over InP threatens the AI DC buildout
  tags: 好信源 · → daily
• 2026-07-05 · 报价上涨
  InP 报价上涨
  tags: 好数字 · → daily
  value: qty=上涨 · direction=up
• 2026-05-28 · 扩产预期
  回顾原假设InP三年五倍扩产
  tags: 好数字 · → daily
  value: qty=三年五倍
• 2026-05-05 · datacenter laser chip substrate material
  Indium Phosphide (InP) is a III-V compound semiconductor, made from indium (group III) and phosphorus (group V). It is the substrate material that every datacenter laser chip is fabricated on.
  tags: 好信源 · → daily
• 2026-05-05 · enables 1310nm and 1550nm emission
  InP is used because it is the only III-V material whose crystal lattice allows you to grow alloys that emit light at 1310nm and 1550nm, the two wavelengths where optical fiber has minimum signal loss and minimum dispersion.
  tags: 好思考 · → daily
• 2026-04-22 · 供应链纯公司数量
  핵심 6개의 회사
  tags: 好数字 · → daily
  value: qty=6
• 2026-04-22 · 分析框架权重
  权重分配比例: 25 / 20 / 20 / 20 / 15
  tags: 好数字 · → daily
  value: qty=25/20/20/20/15
• 2026-04-22 · 纯公司评分最高分
  最高总分限制: 10.0
  tags: 好数字 · → daily
  value: qty=10.0
• 2026-06-11 · 생산 능력 비교
  InPはシリコンより小さい物しか作れないし、生産能力も小さい
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-07-05 · fact · 报价上涨 · → daily
• 2026-06-16 · forecast · demand outlook · → daily
• 2026-06-11 · fact · 中国控制 · → daily
• 2026-06-11 · narrative · export controls on InP · → daily
• 2026-06-11 · fact · 생산 능력 비교 · → daily
• 2026-06-08 · narrative · situation is bad · → daily
• 2026-05-29 · narrative · 良率改善速度 · → daily
• 2026-05-28 · fact · 扩产预期 · → daily
• 2026-05-28 · forecast · 需求增长倍数 · → daily
• 2026-05-27 · forecast · 2026年瓶颈判断 · → daily
• 2026-05-20 · fact · 缺口 · → daily
• 2026-05-16 · narrative · 不可替代性 · → daily
• 2026-05-16 · narrative · 当前瓶颈 · → daily
• 2026-05-09 · forecast · 即使硅基探测器替代，InP仍将用于激光器 · → daily
• 2026-05-05 · fact · datacenter laser chip substrate material · → daily
• 2026-05-05 · fact · enables 1310nm and 1550nm emission · → daily
• 2026-04-27 · fact · 需求增速 · → daily
• 2026-04-22 · fact · 供应链纯公司数量 · → daily
• 2026-04-22 · fact · 分析框架权重 · → daily
• 2026-04-22 · fact · 纯公司评分最高分 · → daily

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