# 磷化铟激光器成算力战略组件

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-08-01 01:00
- AIHOT 分数：44
- AIHOT 链接：https://aihot.virxact.com/items/cms97vsm007k3ro9k6ctw72rv
- 原文链接：https://x.com/SemiAnalysis_/status/2083236368147235298

## AI 摘要

磷化铟（InP）激光器突然引起众人关注，因为它一跃成为计算领域最具战略性的组件之一。随着光连接不断向封装靠近，每个光引擎和激光源都不可避免地依赖 InP 激光器。但供应跟不上需求，尤其是实现近封装光连接的连续波（CW）分布式反馈（DFB）激光器。（1/2）🧵

## 正文

Indium Phosphide （InP） LASERs are suddenly catching everyone's interest since it suddenly became one of the more strategic components in computing. As optical connectivity moves ever closer to the package， every optical engine and laser source inevitably runs on InP LASERs. But supply isn't keeping up with demand， particularly for Continuous Wave （CW） Distributed Feedback （DFB） LASERs which enable near-package optical connectivity. （1/2）🧵