Home News News Digest The global supply-demand gap for indium phosphide substrates will exceed 70% in 2026

The global supply-demand gap for indium phosphide substrates will exceed 70% in 2026

2026-09-30 232

Product 3D drawings on Kinghelm official website (www.kinghelm.com.cn)

International

1. Chipmaker AMD has agreed to acquire World Labs for $8.2 billion (approximately 55 billion yuan).
2. The global total demand for indium phosphide substrates is expected to reach 2.6 million to 3 million pieces in 2026, while the effective compliant production capacity is only about 750,000 pieces, representing a supply-demand gap of over 70%.
3. It is projected that global shipments of high-speed optical modules will approach 180 million units in 2027 and rise to 245 million units by 2028.
4. The IC Exhibition of China International Industry Fair (China Core Expo) will be held in Hall 5.2H of the National Exhibition and Convention Center (Shanghai) from October 12 to 16, 2026.
5. To help customers better use Kinghelm products, 3D drawings of some products are available for download on the official Kinghelm website (www.kinghelm.com.cn)!
6. Global semiconductor industry revenue is expected to hit $425.4 billion in Q2 2026, surging 31.4% quarter-on-quarter.

Domestic

1. Tsinghua University and its collaborators have proposed an algorithm-driven adaptive optimization manufacturing strategy for 2D chips targeting foundries.
2. TCL CSOT’s MLED project involves a total investment of approximately 12.5 billion yuan, with plans to build core production lines for LED chips and LED direct display.
3. The registered capital of Huaqin Technology Co., Ltd. has increased from roughly 1.02 billion yuan to around 1.52 billion yuan, and that of Hefei Datang Storage Technology Co., Ltd. has risen from 285 million yuan to 331 million yuan.
4. The Honor Magic9 series has been officially launched, equipped with the self-developed Yuguang H1 imaging chip and other components.
5. The E-Chuang Micro electrostatic chuck headquarters project has settled in Wuxi National High-Tech Zone, with a planned total investment of 500 million yuan.
6. Tencent QClaw will officially cease operations at 00:00 on December 24, 2026.

Wuhan Optics Valley will build a 6G industrial test zone, which is expected to be completed next year.

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