Opportunity
46 / 100
Current score
-0.80
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Post argues a coming “massive shortage” within the Indium Phosphide (InP) supply chain, emphasizing that InP is a material input (not the optics end-market) and that the true investable bottleneck depends on which layer gates final unit output. It highlights hyper-exponential InP demand tied to (1) ultra-high-power CW lasers for CPO and (2) InP PICs, and frames analysis around three layers: InP substrates, MOCVD/epitaxy tools, and laser devices.
Mentioned: Jun 26, 2026, 1:34 PM EDTConviction: 80 / 100
Source: Death, Taxes, and Indium Phosphide Shortage
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