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NEWS TAGGED INP
Friday 28 August 2026
IntelliEPI says Japan substrate outage hit 2Q26 revenue
IntelliEPI said on August 27 that revenue in the second quarter of 2026 was pressured after a Japanese substrate supplier shut down for nearly three weeks during the Golden Week holiday,...
Wednesday 26 August 2026
China has plenty of indium but not enough InP wafers for AI data centers
China accounts for more than 70% of the world's primary indium output but only about 10% of finished indium phosphide substrates, leaving a gap between its strength in raw materials...
Tuesday 18 August 2026
Huawei Hubble builds China's InP optical chip stack for the AI interconnect era
Huawei's semiconductor investment arm is seeing an earlier optical-chip strategy line up with the AI infrastructure boom. Since 2019, Hubble Technology Investment Co. has backed a...
Monday 17 August 2026
China's Vertilite commits US$741M to InP laser chips for AI optical interconnects
Chinese optical chipmaker Jiangsu Vertilite Semiconductor Technology is investing CNY5 billion (approx. US$741 million) in a new communications chip and device R&D and manufacturing...
Thursday 13 August 2026
GaAs gains ground in short-reach AI optics as InP constraints mount
As AI workloads push data center interconnects from 800G toward 1.6T, indium phosphide (InP) has become a critical material for high-speed optical links, particularly for longer-distance...
Friday 7 August 2026
Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the...

Saturday 1 August 2026
Lite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight
Lite-On Technology is extending its optical core competencies into system-level optical communications for AI data centers, announcing a US$34.3 million investment for a 21% stake...
Tuesday 28 July 2026
China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
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...
Thursday 23 July 2026
IQE lifts 2026 outlook as AI data centers accelerate indium phosphide demand

IQE has raised its 2026 revenue outlook as demand for artificial intelligence (AI) infrastructure and data centers continues to strengthen,...

Thursday 16 July 2026
InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle
As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...
Sunday 12 July 2026
InP supply crunch leaves South Korea exposed
Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future...
Monday 6 July 2026
LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare...

Thursday 2 July 2026
GaAs and InP price hikes hit Taiwan supply chain
Compound semiconductor epitaxy makers are raising prices again for gallium arsenide (GaAs) and indium phosphide (InP) epi wafers, as persistent raw material cost increases, supply...
Thursday 25 June 2026
IntelliEPI targets record 2026 revenue amid InP substrate shortages
Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to...
Tuesday 23 June 2026
AI data center buildout fuels optical interconnect race, but 6-inch InP wafers hit supply wall

Technology giants are continuing to expand AI computing infrastructure, driving demand for high-performance optical interconnect components...