InP衬底严重短缺引发史上最大涨价
"Severe InP Shortage Triggers Largest Price Hike Ever" - $AXTI.
"Severe InP Shortage Triggers Largest Price Hike Ever" - $AXTI.
"严重InP短缺引发史上最大涨价" - $AXTI。
Suppliers have bluntly stated that "even if you have the money, you still may not be able to get the material" (lol).
供应商直言不讳地表示"即使你有钱，也可能拿不到材料"（笑）。
- Industry sources revealed that InP substrate prices began rising in Q4 last year and was the fourth consecutive substrate price hike.
- The latest Q4 hike is expected to be >10%,
- Meanwhile, prices for epitaxial wafers made from those substrates have already been raised two times, and the market is moving toward a 3rd consecutive increase in Q4. (I also wrote a thesis on $IQE, which benefits here too).
- 业内人士透露，InP衬底价格从去年第四季度开始上涨，这是连续第四次衬底涨价。
- 最新的第四季度涨价预计将超过10%，
- 与此同时，用这些衬底制成的外延片价格已经上涨了两次，市场正朝着第四季度连续第三次上涨的方向发展。（我也写了一篇关于$IQE的论文，它在这里也受益）。
Article states VPEC, Landmark, IET benefits (Taiwan centric reporting).
文章提到受益方包括VPEC、Landmark、IET（以台湾为中心的报道）。
I did predict this last year... The bottleneck is real, but I do have higher expectations for price hikes that comes next.
我去年确实预测到了这一点……瓶颈是真实存在的，但我对接下来更大幅度的涨价抱有更高的期望。
Glad it's starting to play out.
很高兴它开始应验了。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力