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China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.

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)

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