---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/43309759.md"
description: "野村證券：全球光激光芯片生態系統與競爭格局InP 晶圓AXT $AXT公司(AXTI.US)住友電工 $5802.TJX 先進金屬 $5016.TCoherent $Coherent Corp.(COHR.US)Lumentum $Lumentum控股(LITE.US) Epi 外延片IQE $IQE.LLandmark 光電 $3081.TWVPEC $2455.TWCoherent $Coherent Corp.(COHR.US)Lumentum $Lumentum控股(LITE.US) 住友電工 $5802.T晶圓設備Aixtron $AIXA.DEVeeco $維易科精密儀器(VECO.US)大日本印刷 $4091.TCW/EML 激光器Lumentum $Lumentum控股(LITE.US) Coherent $Coherent Corp.(COHR.US) 住友電工 $5802.T三菱電機 $6503.T硅光代工Tower Semiconductor $Tower半導體(TSEM.US) GlobalFoundries $格芯(GFS.US) 台積電 $台積電(TSM.US) 芯片設備FormFactor $Formfactor(FORM.US) Keysight Technologies $是德科技(KEYS.US)安立 $6754.T"
datetime: "2026-08-10T14:07:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43309759.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43309759.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43309759.md)
author: "[Equity research](https://longbridge.com/zh-HK/profiles/2071818324550963200.md)"
---

# 野村證券：全球光激光芯片生態系統與競爭格局InP 晶圓AXT $AXT公司(AXTI.US)住友電工…


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