Tech Times reports that GaAs Quantum-Dot Lasers are shipping to AI Labs while China’s InP export controls expose a hard supply ceiling for Indium Phosphide substrates used in optical interconnects.

Tech Times reports that GaAs Quantum-Dot Lasers are shipping to AI Labs while China’s InP export controls expose a hard supply ceiling for Indium Phosphide substrates used in optical interconnects.

Reveals an emerging bottleneck in photonic component supply chains for AI networking gear, as export restrictions on InP materials constrain the production of high-speed optical transceivers.