Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.
Technology giants are continuing to expand AI computing infrastructure, driving demand for high-performance optical interconnect components. US optical communications leaders Coherent and Lumentum are actively developing 6-inch indium phosphide (InP) wafer production technology. Industry sources said 4-inch wafers remain the mainstream format, but fast-growing demand in optical communications is accelerating the shift toward 6-inch substrates. Supply constraints, however, persist, with substrate technology maturity and supply availability cited as the main bottlenecks.
Huawei has continued to pursue patent litigation against networking equipment makers in Europe in recent years, with its latest case targeting a Taiwanese vendor. Sercomm recently disclosed that its German subsidiary, Sercomm Deutschland GmbH, had received a lawsuit from Huawei over certain Wi-Fi 6 products sold in Germany and other markets.
