原文：

原文：
"Severe InP Shortage Triggers Largest Price Hike Ever" - $AXTI.

Suppliers have bluntly stated that "even if you have the money, you still may not be able to get the material" (lol).

- Industry sources revealed that InP substrate prices began rising in Q4 last year and was the fourth consecutive substrate price hike.

- The latest Q4 hike is expected to be >10%,

- Meanwhile, prices for epitaxial wafers made from those substrates have already been raised two times, and the market is moving toward a 3rd consecutive increase in Q4. (I also wrote a thesis on $IQE, which benefits here too).

Article states VPEC, Landmark, IET benefits (Taiwan centric reporting).

I did predict this last year... The bottleneck is real, but I do have higher expectations for price hikes that comes next.

Glad it's starting to play out.

翻译：
"严重的InP短缺引发史上最大涨价" - $AXTI。

供应商直言不讳地表示，即使你有钱，也不一定能获得材料（lol）。

- 行业消息人士透露，InP基板价格从去年第四季度开始上涨，这是第四次连续基板价格上涨。

- 预计最新的第四季度涨价将超过10%，

- 与此同时，使用这些基板制成的外延晶圆的价格已经上涨两次，市场正在走向第四季度的第三次连续上涨。（我也写了一篇关于$IQE的论文，它也将从中受益）。

文章指出VPEC、Landmark、IET将受益（以台湾为中心的报道）。

我去年就预测了这一点... 瓶颈是真实的，但我对未来涨价的预期更高。

很高兴事情开始按照预期发展。