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China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises

Staff reporter, Taipei
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Credit: Yunnan Germanium

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. The contract could bolster the company's revenue base, but execution risks,...

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