Stronger than memory, this type of stock holds orders and is red at 12 levels.

The AI ​​computing power revolution has triggered demand for 800G and 1.6T optical modules. The supply gap of the key material indium phosphide (InP) substrate has expanded sharply, and the price has risen sharply. Lumentum, a major American manufacturer, warned that the demand for laser raw materials in AI data centers has doubled, and the shortage may be more severe than that of memory. There are rumors in the industry that indium phosphide substrates will increase by more than 10% in the fourth quarter, and the strong theme has stimulated the performance of the related supply chain of Taiwan stocks. Major index manufacturers including Lianya, Brand New, IET-KY, Wenmao and Guangsheng are all regarded as core beneficiaries of this wave of price increases. According to legal analysis, with the influence of global geopolitics and export control factors, indium phosphide has become a strategic material. Taiwanese factories are expected to use this to inject operational growth momentum and become the focus of market funds. Investors still need to carefully assess the risk of market fluctuations.