Supply Chain Crisis of Storage Chips: The Shortage of BT Substrates as a Core Bottleneck

Supply Chain Crisis of Storage Chips: The Shortage of BT Substrates as a Core BottleneckRecently, non-listed companies have also broken through the 12-inch barrier. Thin-film lithium niobate remains the best configuration for coherent optical modules, which are critical for OCS. In summary, the company making the fastest progress in 3.2T optical module CPO is Huagong Technology, while the top two companies for thin-film lithium niobate are Guangke Technology and Tiantong Co., Ltd.

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