Nvidia signals optical future, but materials shortages stand in the way

Digitimes
By Elaine ChenMar 18, 2026, 9:41 pm122 ptsTrending
Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI, WIN Semiconductors, GCS Holdings, and Advanced Wireless Semiconductor Company—are poised for a new phase of growth. However, that…

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