AI data center buildout fuels optical interconnect race, but 6-inch InP wafers hit supply wall

Digitimes
By Levi LiJun 23, 2026, 4:00 am163 pts
Technology giants are continuing to expand AI computing infrastructure, driving demand for high-performance optical interconnect components. US optical communications leaders Coherent and Lumentum are actively developing 6-inch indium phosphide (InP) wafer production technology. Industry sources said 4-inch…

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