China squeezes InP supplies, jolting US-Taiwan optics chain

Digitimes
By Charlene ChenJun 11, 2026, 8:32 pm131 pts
China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global AI data-center buildouts and squeezing the optical supply chain across the US and Taiwan. The restrictions have triggered shortages and delayed export licenses, while sending…

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