China's control over indium phosphide exports threatens AI data centre rollout
Geopolitics · Mining.com ·
Delays in China's export licences for indium phosphide (InP), a core material for the high-speed optical chips used in AI data centres, are raising alarm in the semiconductor industry. Coherent's CEO raised the issue during a US business delegation trip to China, and the material — which has no substitute — was also discussed in US-China trade talks in Seoul.