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    NEWS TAGGED INP
    Friday 4 September 2026
    Sumitomo Chemical starts mass production of 4-inch InP wafers for AI data centers
    Sumitomo Chemical has started mass production and sales of indium phosphide (InP) epitaxial wafers, a core material for optical semiconductors used in next-generation data centers...
    Thursday 3 September 2026
    Win Semiconductors unveils 0.1μm GaN for AI, satellite links
    Taiwanese compound semiconductor maker WIN Semiconductors said on September 1, 2026, that compound semiconductors are the backbone of AI and satellite communications, as it unveiled...
    Wednesday 2 September 2026
    TCL CSOT bets on InP laser chips as supply tightens
    Indium phosphide (InP) is emerging as one of the tightest supply constraints in AI data-center optical interconnects. Lumentum CEO Michael Hurlston has said publicly that the supply-demand...
    Tuesday 1 September 2026
    Trymax lands multi-year AOI order as InP laser capacity race tightens
    Applied Optoelectronics (AOI) has placed a multi-year purchase order with Dutch equipment maker Trymax Semiconductor Equipment for plasma ashers and UV curing systems destined for...
    Friday 28 August 2026
    Long-term contracts tie up InP capacity due to data center optics demand
    Compound semiconductor supply-chain players say China has recently eased some substrate export controls, but the upgrade of high-frequency transmission in AI data centers toward 200G...
    Friday 28 August 2026
    IntelliEPI says Japan substrate outage hit 2Q26 revenue
    IntelliEPI said on August 27 that revenue in the second quarter of 2026 was pressured after a Japanese substrate supplier shut down for nearly three weeks during the Golden Week holiday,...
    Wednesday 26 August 2026
    China has plenty of indium but not enough InP wafers for AI data centers
    China accounts for more than 70% of the world's primary indium output but only about 10% of finished indium phosphide substrates, leaving a gap between its strength in raw materials...
    Tuesday 18 August 2026
    Huawei Hubble builds China's InP optical chip stack for the AI interconnect era
    Huawei's semiconductor investment arm is seeing an earlier optical-chip strategy line up with the AI infrastructure boom. Since 2019, Hubble Technology Investment Co. has backed a...
    Monday 17 August 2026
    China's Vertilite commits US$741M to InP laser chips for AI optical interconnects
    Chinese optical chipmaker Jiangsu Vertilite Semiconductor Technology is investing CNY5 billion (approx. US$741 million) in a new communications chip and device R&D and manufacturing...
    Thursday 13 August 2026
    GaAs gains ground in short-reach AI optics as InP constraints mount
    As AI workloads push data center interconnects from 800G toward 1.6T, indium phosphide (InP) has become a critical material for high-speed optical links, particularly for longer-distance...
    Friday 7 August 2026
    Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

    Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the...

    Saturday 1 August 2026
    Lite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight
    Lite-On Technology is extending its optical core competencies into system-level optical communications for AI data centers, announcing a US$34.3 million investment for a 21% stake...
    Tuesday 28 July 2026
    China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
    Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...
    Thursday 23 July 2026
    IQE lifts 2026 outlook as AI data centers accelerate indium phosphide demand

    IQE has raised its 2026 revenue outlook as demand for artificial intelligence (AI) infrastructure and data centers continues to strengthen,...

    Thursday 16 July 2026
    InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle
    As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...
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    BIZ FOCUS
    Sep 2, 08:22
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Wednesday 2 September 2026
    Beyond Language: Indonesian Engineers Bridging Cultures in Taiwan's Semiconductor Industry
    Wednesday 2 September 2026
    8 September Hsinchu seminar: Silicon photonics driving AI chains
    Wednesday 2 September 2026
    DAS Introduces ALCEA for Integrated NOx Treatment in Semiconductor Fabs
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