digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
simplywall.st
2026-06-13
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
What Coherent (COHR)'s NVIDIA AI Datacenter Deal and Indium Phosphide Pivot Mean For Shareholders
June 13, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
In recent days, Coherent has deepened its partnership with NVIDIA through a US$2.00 billion investment focused on next-generation optical and photonics technologies for