InP

China has tightened export checks on indium, a critical material for AI semiconductor production, causing 6-inch InP wafer prices to surge 250% since early 2025. The move, leveraging China's 70% contr…

AXT Inc. shares surged 10% after Chinese export permit delays tightened global supply of indium phosphide, a critical substrate for AI data center optical interconnects. The company, which controls ne…

Co-packaged optics (CPO), a technology that integrates optical components directly with switch ASICs or AI accelerators to reduce power consumption and increase bandwidth density for AI data centers. …