Seizing the Era of Optical Chips for AI Computing Power: Qingdao Yuhao Microelectronics Equipment Co., Ltd.'s Equipment Capacity at the 10,000-Unit Scale Addresses the Huge Shortage of Indium Phosphide Materials
As AI large-model training and computing cluster construction enter a period of explosive growth, with inference demand increasing exponentially, data center interconnection and high-speed optical communications are fully entering the 800G and 1.6T era and are about to usher in the later 3.2T era. As a core substrate material for high-speed optical modules, lasers, and detectors, indium phosphide (InP) crystal, a key material for second-generation compound semiconductors, has become an irreplaceable “optical chip cornerstone” in AI computing networks due to its direct bandgap, high electron mobility, and excellent optoelectronic conversion efficiency.

In 1947, Shockley and others at Bell Labs invented the transistor, in 1958 Robert Noyce of Fairchild and Jack Kilby of Texas Instruments separately invented silicon-based and germanium-based integrated circuits, in 1971 Intel launched 1KBDRAM (dynamic random access memory), and in 1984 Japan launched 1MBDRAM and 256KBSRAM (static random access memory), throughout every leap in integrated circuit technology and process, continuous innovation in semiconductor equipment and materials has always been indispensable.

In 2005, when they heard that a solar energy company was going to build a factory nearby, Li Chengxuan and the others in their village even held a celebration. This poor village in Luoyang City, Henan Province had hoped that the new neighbor could drive local economic development. But now, in stark contrast to the company's gleaming white office building, the nearby village is still desolate. About 9 months ago, the villagers discovered that a layer of white powder had fallen on their crops, and they began to wither.

The heat treatment industry is a major energy consumer, and while consuming energy, factory emissions are also eroding our beautiful home -- the Earth, causing serious environmental pollution, air pollution, noise pollution, and so on, damaging the healthy lives of residents living near heat treatment plants, and also posing a great threat to the living environment of future generations.

The China Vacuum Furnace Industry Association recently predicted that the annual growth in production and sales of the vacuum furnace industry will drop significantly from last year's level of more than 30%, but the growth rate can still reach around 20%. It is expected that next year the economic operation of the entire industry will return from the sustained rapid growth of the past two years to a development rate of around 15%, which is normal for a typical year. Under the guidance of the country's macro-control policies, it is expected that the petroleum and chemical equipment manufacturing industry will continue to develop rapidly over the next two years.