InP epi-wafer demand promising for niche-market applications

InP-based epitaxial wafer demand will be promising for niche-market applications, particularly optical communication uses bolstered by continuous construction of large-size datacenters and ever-increasing demand for cloud services. Taiwan’s epi-wafer suppliers including Intelligent Epitaxy Technology (IntelliEPI), Visual Photonics Epitaxy (VPEC) and LandMark Optoelectronics are thus expected to sustain stable shipments in the second half of the year, according to industry sources.

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The lesson from Shang-Yi Chiang (2)

Intel has been keen on pursuing the most advanced technology, but has not been as quick to make decisions as TSMC when it comes to responding flexibly to market needs. Intel could sell processed wafers at very high prices, but TSMC must use competitive pricing to attract widespread adoption by customers. And there’s also consideration about yield rates.

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