China has tightened export scrutiny of indium phosphide, a substitute-free material for AI data-centre optics, sending wafer prices up ~250%.

China has tightened export scrutiny of indium phosphide, a substitute-free material for AI data-centre optics, sending wafer prices up ~250%.

China tightens indium export checks as AI data center demand surges. With 70% of global supply and InP wafer prices up 250%, the semiconductor supply chain