AOI secures China InP substrate supply for AI optics amid export control risks

AI data center growth is driving demand for high-speed optical communications, with competition extending to upstream materials as AOI locks in China's InP substrates, though export controls could threaten that supply.

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2026-11-05 03:35 · DigiTimes Asia
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply

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