NuAxiSemiconductor trade intelligence

RT NEWS: 👀 Vertilite is making a ~RMB 5B push into #InP laser chips with a new base in Changzhou. Already mass-producing GaAs and InP optical produ...

What happened

Vertilite is investing approximately 5 billion RMB in a new facility in Changzhou to expand production of InP laser chips. The company, which already mass-produces GaAs and InP optical products, has secured investment from Huawei and Xiaomi. Bearish: New capacity increases supply, potentially easing shortages but pressuring spot prices.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

InP Laser ChipsInP Optical Products

VertiliteHuawei Xiaomi

capacity_expansioninplaser

Source and time

Source: TrendForce Official (Market Data) · 8/17/2026 · View original source

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RT NEWS: 👀 Vertilite is making a ~RMB 5B push into #InP laser chips with a new base in Changzhou. Already mass-producing GaAs and InP optical produ...

What happened

Impact and signal

Affected components and suppliers

Source and time

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