AI optical interconnects boost indium phosphide, presenting new opportunities for China's semiconductor material equipment
2026-08-17 06:45:14 136 江苏海珐AI data centers are driving rapid upgrades of 800G and .6T optical modules, with Indium Phosphide (InP) becoming a key foundational material for high-speed lasers and CPO optical interconnects. Lument and Coherent are accelerating the expansion of InP-related production capacity, while NVIDIA is securing photonic device supply through strategic investments. The global substrate market is primarily dominated by Japan's Sumitomo Electric, US-based AXT and Beijing Tongmei, and Japan's JX Metals.
The domestic supply chain is accelerating its catch-up efforts. Yunnan Germanium's Xinyao Semiconductor continues to expand InP wafer capacity; Zhongji Innolight has secured optical chip and substrate resources in advance; Dongshan Precision's Sorrento Photonics and Yuanjie Technology are advancing the expansion of high-speed optical modules and laser chip production. Huawei Hubble, HiSilicon, and CETC's 13th Research Institute have also entered the related materials and device supply chain.
InP and III-V compound semiconductor manufacturing involves processes such as High-Purity Chemicals, Wet Process, Ultra-Pure Fluid Transfer, and Corrosive Waste Handling, which place higher demands on the corrosion resistance, low leakage, and cleanliness of transfer equipment. Jiangsu Haifa Machinery Manufacturing Co., Ltd. (www.jslgpump.com) can provide API 685 magnetic drive pumps, canned motor pumps, and corrosion-resistant chemical process pump solutions for acid/alkali solutions, high-purity chemical media, and process waste liquids in semiconductor material production, offering fluid transfer equipment support for InP, optical chip, and advanced semiconductor material projects. Source references: Economic Observer, 2026; Yole InP Market Research; TrendForce Optical Transceiver Research; NVIDIA–Coherent/Lumentum Strategic Partnership. https://www.jslgpump.com Semiconductor magnetic drive pumps, InP production pumps, high-purity chemical transfer pumps, Indium Phosphide, semiconductor manufacturing, chemical transfer, Haifa first-class energy efficiency AI pumps.
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