China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year....
China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global AI data-center buildouts and...
The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.
The Middle East conflict is raising concerns over global energy supply and driving sharp increases in semiconductor material costs. Compound semiconductor manufacturers say...
