Sanan Optoelectronics to Expand Optical Chip Capacity to 4,500 Wafers/Month

Sanan's plan to lift optical chip capacity from 2,750 to 4,500 wafers per month signals that AI-driven demand is pulling upstream compound-semiconductor suppliers into expansion mode, not just module assemblers. The gap between its 6,000-wafer epitaxial capacity and 2,750-wafer chip output suggests the bottleneck sits downstream, so the new equipment arriving from the fourth quarter is the figure that matters. Whether that equipment translates into volume output on schedule — and whether high-speed chip tightness persists long enough to absorb it — is the open question for the optical supply chain.