From raw indium phosphide to hyperscale AI clusters — understand every layer of the supply chain powering the next wave of infrastructure.
1 company
Indium, gallium, germanium, and specialty materials. Commodity inputs where China controls significant refining capacity — a geopolitical chokepoint.
12 companies
InP, SOI, GaN, SiC, and compound semiconductor wafer platforms — precision-engineered substrates that underpin all downstream photonic devices.
5 companies
Growing laser wafer structures on substrates — extremely specialized, few players
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