概念股暴涨1000%，磷化铟走到聚光灯下

Group 1 - AXT Inc has completed a public offering of 8.1633 million shares, raising approximately $100 million, which will be used for expanding the production capacity of its subsidiary, Beijing Tongmei, for indium phosphide substrates [4] - The demand for indium phosphide (InP) is driven by the growing need in global data centers, with AXT reporting a more than 250% quarter-over-quarter increase in InP revenue, reaching a three-year high [4] - AXT's backlog of InP orders has reached nearly $50 million, more than doubling from the previous quarter [4] Group 2 - Lumentum, another player in the optical chip sector, has seen its stock rise over 280% in the past six months, with strong growth across all product lines and a record shipment of EML lasers [5] - The company anticipates a 40% increase in unit production capacity over the next few quarters, which will support new highs in laser chip shipments for 2026 [5] Group 3 - Indium phosphide is a binary semiconductor material composed of phosphorus and indium, widely used in the production of RF devices, optical modules, LEDs, lasers, detectors, and sensors [7] - Historically, InP was primarily used in telecommunications and specialized instruments, but its application has surged due to the AI boom, making it a critical raw material for optical chips [8] - Major companies in the InP supply chain include Yunnan Zinc Industry, Yue Ling Co., Bojie Co., and Sanan Optoelectronics, each contributing to the development and production of InP-based products [8]