2026 Global Indium Phosphide (InP) Substrate Supply-Demand Gap to Exceed 70%

3D Images of Kinghelm Products on the Official Website (www.kinghelm.com.cn)

International Tech News:

1. Chipmaker AMD has agreed to acquire World Labs for US$8.2 billion (approximately RMB 55 billion).

2. Total global demand for indium phosphide substrates in 2026 is expected to reach 2.6–3 million wafers, while effective compliant capacity is only about 750,000 wafers, resulting in a supply-demand gap of more than 70%.

3. It is forecast that global high-speed optical module shipments will approach 180 million units in 2027 and grow to 245 million units by 2028.

4. The China International Industry Fair · Integrated Circuit Exhibition (Guoxin Expo) will be held from October 12 to 16, 2026, at Hall 5.2H, National Exhibition and Convention Center (Shanghai).

5. To help customers make the most of Kinghelm products, 3D images of some products can be downloaded from the Kinghelm official website (www.kinghelm.com.cn).

6. Global semiconductor industry revenue in Q2 2026 is expected to reach US$425.4 billion, up 31.4% quarter-on-quarter.

Domestic Tech News:

1. Tsinghua University and collaborators proposed a foundry-oriented, algorithm-driven adaptive optimization manufacturing strategy for 2D chips.

2. TCL CSOT’s MLED project has a total investment of approximately RMB 12.5 billion and plans to build core production lines for LED chips, LED direct-view displays, and other products.

3. The registered capital of Huaqin Technology Co., Ltd. increased from approximately RMB 1.02 billion to approximately RMB 1.52 billion, while that of Hefei Datang Storage Technology Co., Ltd. increased from RMB 285 million to approximately RMB 331 million.

4. The Honor Magic9 series was officially launched, equipped with the self-developed Yuguang H1 imaging chip, among other features.

5. Huchuang Xinwei’s electrostatic chuck headquarters project has settled in Wuxi High-tech District, with a planned total investment of RMB 500 million.

6. Tencent QClaw will officially cease operations at 00:00 on December 24, 2026.

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