Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

Digitimes
By Lily HessJun 15, 2026, 10:59 pm182 ptsTrendingTop
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the…

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