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

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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 40%。报告认为超大规模云服务商持续扩建 AI 数据中心正在推动整个光通信产业链进入供需偏紧阶段。从材料价格、终端需求到供应能力各环节均已出现瓶颈迹象。Serenity 表示随着 AI 光互连需求未来数年持续释放上游光子材料价格将像闪迪此前经历的涨价周期一样持续走高。未来两年随着 AI 需求曲线进一步上升这一判断是否准确还有待市场验证。

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