B · Normal
[Guangzhi Technology: 6-inch indium phosphide substrate is expected to continue to benefit from the explosion of customer demand] On November 2, Guangzhi Technology (300489) stated in a conference call on November 1 that the downstream customers of the company's indium phosphide substrate business are domestic and foreign optical communication chip and device manufacturers, and batch deliveries have been achieved so far. Currently, domestic customer demand is in the transition stage from 2 or 3 inches to 4 inches, and overseas customers are in the transition stage from 4 inches to 6 inches. Considering that the demand for large-size wafers is expected to usher in explosive growth, the company has deployed 6-inch substrate production capacity in advance and continues to promote process optimization, yield improvement and customer expansion of large-size substrates. On the basis of having received an order from a leading global customer, the 6-inch indium phosphide substrate is expected to continue to benefit from the explosion of customer demand.
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