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@aleabitoreddit: Did you remember my $AXTI InP substrate bottleneck call last year anon? IntelliEPI CEO (Q1 2026 ER): "The InP substrate shortage is a bot...

@aleabitoreddit 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-10T00:28 抓取：2026-05-11 04:03
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行业 AI 半导体 动态
摘要

IntelliEPI CEO在Q1 2026财报电话会上警告，InP衬底短缺已成为AI基础设施的瓶颈。Digitimes也报道了该公司对严重磷化铟供应短缺的警告。

客观事实
  • IntelliEPI CEO称InP衬底短缺是AI基础设施瓶颈
  • Digitimes报道台湾IntelliEPI警告严重磷化铟供应短缺
AXT IntelliEPI Digitimes 磷化铟

原文

Did you remember my $AXTI InP substrate bottleneck call last year anon?

IntelliEPI CEO (Q1 2026 ER):

"The InP substrate shortage is a bottleneck for the entire AI infrastructure"

Digitimes: "Taiwan's IntelliEPI warns of severe indium phosphide supply shortage"

I said as photonics ramps: There was going to be a major InP bottleneck as all the next-gen AI architectures go optical.

This was most goated call with AXT as the upstream chokepoint.

I'm usually a few months ahead of time, but they play out directionally.

While I'm sitting in existing bottlenecks up 1800%+, I'm long CPO as the next major supercycle.

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