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NEWS TAGGED INP
Wednesday 6 May 2026
GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves
Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...
Monday 4 May 2026
Win Semiconductors: GaAs and InP supply still meets production demand
Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...
Monday 4 May 2026
AI's 1.6T shift turns InP into optical supply chain bottleneck

The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

Thursday 23 April 2026
LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply
Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold...
Wednesday 8 April 2026
China export controls spark global InP supply concerns for AI high-speed transmission
Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions...
Monday 18 March 2024
IntelliEPI expands epitaxy capacity as defense orders increase
Intelligent Epitaxy Technology Inc (IntelliEPI), a leading provider of epitaxy service for compound semiconductors like Indium Phosphide (InP), Gallium Arsenide (GaAs), and...
Friday 24 March 2023
Epi-wafer supplier IntelliEPI upbeat about industrial, military defense demand
Epitaxial wafer (epi wafer) supplier Intelligent Epitaxy Technology (IntelliEPI) is optimistic about demand for industrial and military defense applications, as well as demand for...