评论：AOI 锁定中国 InP 衬底供应 AI 光通信，但出口管制威胁供应链
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply
AOI 将中国 InP 衬底锁定为其 AI 光通信产品的供应来源，但出口管制正对这一供应构成威胁。AI 数据中心正加速高速光通信需求，使光模块市场竞争从芯片与模块制造延伸至关键上游材料。
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AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical upstream materials. Indium phosphide (InP), a key substrate for high-speed optical lasers and optoelectronic devices, is increasingly sought after as 800G and 1.6T transceivers gain traction. With capacity expansion requiring time and product qualification presenting technical hurdles, securing InP wafer supplies has become a strategic priority for optical communications companies.
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来源：DigiTimes · digitimes.com