云南锗业：2025年公司计划生产磷化铟晶片8.30万片（2—6寸）

Core Viewpoint - Yunnan Germanium announced its current production capacity for indium phosphide wafers is 150,000 pieces per year (2-4 inches) [1] Group 1: Production Capacity and Plans - The company plans to produce 64,400 indium phosphide wafers in 2024 (2-4 inches combined) [1] - In 2025, the company aims to increase production to 83,000 indium phosphide wafers (2-6 inches) [1] Group 2: Market Conditions - The optical communication market is expected to improve in the first half of 2025, leading to an increase in sales of the company's indium phosphide products [1]