Table-Non-competitive bids for U.S. 8-week bills
Reuters2026/07/30 15:15Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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"Even with money, it's unattainable"! Supply-demand imbalance intensifies, indium phosphide experiences the largest price surge in history
The explosive growth in demand for AI computing power has led to a severe shortage of indium phosphide (InP) substrates and epitaxial wafers, with prices in the fourth quarter expected to surge by more than 10%, marking the largest single increase in history. Prices have already been raised several times consecutively. Bottlenecks in upstream substrate production capacity are difficult to resolve quickly, making the supply-demand imbalance hard to address in the short term. Suppliers have stated bluntly that even if buyers are willing to pay a premium, inventory may still not be available.
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