InP substrate shortages emerge as new bottleneck for optical chips

Angel Liu, Taipei; Sherri Wang, DIGITIMES Asia Tuesday 30 December 2025 0

Credit: DIGITIMES

A tightening supply of indium phosphide substrates is emerging as a bottleneck for artificial intelligence data centers and high-speed optical interconnects, prompting compound semiconductor supplier IntelliEPI to change how it operates as demand outpaces...

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