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Taiwan's IntelliEPI warns of severe indium phosphide supply shortage

What happened

IntelliEPI warns of a severe shortage of Indium Phosphide (InP) driven by surging demand for high-speed optical interconnects in AI data centers. This material bottleneck poses a critical risk to supply chains.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

Indium Phosphide (InP)

IntelliEPI

shortagesupply-constraintoptical-interconnect

Source and time

Source: DigiTimes Asia · 5/9/2026 · View original source

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Taiwan's IntelliEPI warns of severe indium phosphide supply shortage

What happened

Impact and signal

Affected components and suppliers

Source and time

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