NuAxiSemiconductor trade intelligence
Intel says it is the only high-volume fab for 12-inch InP silicon photonics as co-packaged optics nears deployment
What happened
At the 2026 Open Compute Project (OCP) Global Summit, Intel claimed that its foundry is the industry's only high-volume fab able to deliver 12-inch indium phosphide (InP) silicon photonics (SiPh) at scale, positioning itself as a supplier of light sources for AI data center optics. This is Intel's own claim and the source provides no independent verification; the claim comes as co-packaged optics nears deployment.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
12-inch indium phosphide (InP) silicon photonics (SiPh)
Source and time
Source: DigiTimes Asia · 10/19/2026 · View original source
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