Vital Optics reportedly lands 6-inch InP substrate orders from a leading global customer
zephyr_z9 · x · 2026-09-30
According to @TeoSinamin, Vital Optics Technology (光智科技) has reportedly secured orders for 6-inch indium phosphide substrates from a leading global customer, with mass delivery and customer certification proceeding in parallel; the company also claims the largest indium inventory worldwide.
Poster zephyrz9 speculates the customer could be Coherent, suggesting it may be diversifying away from Sumitomo. Unconfirmed — relevant for those tracking upstream materials in the AI optics supply chain.
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