Long-term contracts are tying up indium phosphide (InP) capacity, driven by demand for optics in AI data centers. China has recently eased some substrate export controls, according to compound semiconductor supply-chain players.
Summaries like this, in your inbox every morning.
Pick your industry and the AI tools you use, and get news related to your work every day.
Free · 30 seconds with Google · unsubscribe anytimeWhat is AIToday? →
Ask AI anything about this article. The AI reads this article, earlier AIToday articles, and Wikipedia, and cites its sources. Q&As are published on this page for other readers too.
In Q2, billionaires or their funds sold six 'Magnificent Seven' AI stocks
Nvidia was rising early Friday, even as the wider chip sector kept falling, Barron's reported
ElevenLabs completed a $300 million employee tender at a $22 billion valuation, and co-founder Mati Staniszews…
On October 15, OpenAI announced the Rosalind Academic Plan, giving approved US university labs free access to…
Neostellar Capital principal Evan Schlossman said CoreWeave's $103.7 billion in remaining performance obligati…
Supermicro Computer appointed Mark Long as chief financial officer, bringing an experienced technology finance…
