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Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply

digitimes · 11/05 03:35 UTC

AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market to critical upstream materials. Indium phosphide (InP) is a key substrate for high-speed optical lasers and optoelectronic devices and is increasingly sought after as 800G and 1.6T transceivers gain traction. Capacity expansion takes time and product qualification presents technical hurdles, so securing InP wafer supplies has become a strategic priority.

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