Serenity（白毛股神）@aleabitoreddit发帖2026-07-06

野村报告指出AXTI和IQE是光子学供应链的领导者，InP衬底和外延片价格大幅上涨，同时超大规模企业面临上游瓶颈，凸显需求强劲和供应紧张。

野村报告指出AXTI和IQE是光子学供应链的领导者，InP衬底和外延片价格大幅上涨，同时超大规模企业面临上游瓶颈，凸显需求强劲和供应紧张。

“Nomura’s report cites $AXTI and $IQE as the leading players. Then regarding ASP updates: - 2in InP substrate price hike 42-76% - 3in InP substrates price hike 78% - 2in EML Epiwafer price hike 50-75% - 3in CW Epiwafer price hike ~40%+ - Prices lower domestically in China as expected. Hyperscalers bottlenecking upstream photonics confirmation validation… on all fronts from pricing, demand, to supply shortages. My personal expectation was that price hikes would keep going up like $SNDK given ramping optical demand. We’ll see if this turns out right given another 2 years of the demand curve.”