China began approving a new batch of indium phosphide (InP) substrate exports in late May 2026, but optical communications supply chain...
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026...
China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...
The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.
