China could flood InP laser market next year, single vendor capacity cited at multiples of demand
jwt0625 · x · 2026-10-31
The author's timeline for Chinese vendors flooding the InP laser market has shortened from 2-3 years to next year, with UHP products perhaps 1-2 more years out. One Chinese laser maker reportedly can produce several times total market demand next year alone and was 'begged' not to crash the market. Yields remain poor and uneven, but every Chinese vendor is eager to expand. Context: hedge funds are heavily long memory / short optics, with Point72 betting on China flooding the laser market.
More from Venture
- Top Chinese AI creators share 10 monetization lessons: private funnels boost revenue 5-10x — sujingshen · 2026-10-31
- PropFirmMatch busted for cookie stuffing; commissions seized as prize pool — lililashka · 2026-10-31
- Factory acquires typedef_ai to give coding agents an enterprise data context layer — maddiehfaulkner · 2026-10-31
- General Compute raises $100M for inference capacity as CoreWeave stock hits 12-month low — YvesMulkers · 2026-10-31
- Analyst warns of unstable AI compute feedback loop as Kioxia's NAND price warning triggers flash crash — bookwormengr · 2026-10-31
- Blackstone warns Anthropic likely to get high junk credit rating after IPO — Polymarket · 2026-10-31