A Chinese broker note reports that indium phosphide (InP) substrate prices remain elevated, with 4-inch, 3-inch and 2-inch domestic quotes at RMB 7,000/4,500/1,200 and overseas 6/4/3-inch quotes at RMB 10,000-30,000/USD 800+/USD 450. Domestic supply is tight, order books are full, and FCC-related export controls are seen reinforcing InP's strategic value.
The broker remains bullish on China's indium phosphide substrate sector, citing tight supply, rising prices and strategic value, and highlights four A-share names to watch.
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