光芯片的“优选衬底”，铌酸锂材料全球竞争格局如何

Core Viewpoint - The article emphasizes the growing importance and market activity of optical chips, particularly lithium niobate on insulator (LNOI) technology, in the context of increasing demand for artificial intelligence and data centers [2][3]. Group 1: Optical Chip Market Dynamics - The optical chip sector is experiencing heightened activity in both primary and secondary markets, driven by advancements in optical communication and emerging technologies like quantum computing [2]. - LNOI technology is highlighted as a key material for next-generation optical communication and quantum computing due to its compatibility with CMOS and superior performance characteristics [2][3]. Group 2: LNOI Technology Advantages - LNOI exhibits excellent optoelectronic performance, including a high electro-optic coefficient and strong nonlinear optical effects, making it suitable for high-speed optical modulation and quantum optics applications [3][4]. - The technology allows for significant device miniaturization, with a half-wave voltage-length product of less than 2.5 V·cm, leading to reduced power consumption and enhanced integration capabilities [3]. - LNOI crystals demonstrate high stability and reliability, with a Curie temperature around 1140°C, enabling operation in harsh environments [3]. Group 3: Global Supply Chain and Collaboration - The article outlines the establishment of the first open LNOI photonic chip foundry in Europe, which will enable industrial-scale production of optical-grade LNOI wafers [3][4]. - A list of global suppliers for lithium niobate substrates is provided, showcasing the competitive landscape and potential for collaboration within the industry [4]. Group 4: Upcoming Events and Industry Focus - The company plans to host the 2025 Heterogeneous Integration Annual Conference in Ningbo, focusing on advanced packaging technologies and fostering collaboration between industry and academia [6].