Gaoceli Shares (SH688556) Gaoceli Shares is a rare domestic integrated precision cutting platform of 'equipment + consumables + process'.

English summary

### Gaoceli Shares (SH688556) Gaoceli Shares is a rare domestic integrated precision cutting platform of 'equipment + consumables + process'. Time: 2026-07-31 17:56:23 Content: Gaoceli Shares (SH688556) Major industry signal landed! Lumentum CEO publicly stated: The shortage of indium phosphide will far exceed that of memory chips, and existing capacity is far from meeting Nvidia's massive AI optical module orders. Stimulated by the supply-demand gap, the US indium phosphide substrate leader AXT saw a maximum cumulative gain of nearly 60% in two days. The overseas industry chain continues to heat up, and domestic compound semiconductor upstream equipment enters an emotional catalyst window. Core logic: Indium phosphide is the irreplaceable core substrate material for 1.6T/3.2T high-speed optical modules and CPO optical chips. Global substrate makers are accelerating expansion, but the crystal growth cycle is long and yield bottlenecks are prominent, making the supply-demand gap difficult to bridge in the short term. Traditional indium phosphide processing generally uses mortar cutting, while diamond wire cutting offers advantages of higher wafer yield, lower loss, and better processing cost, with broad space for process substitution.