The next silicon? AI data centre material faces price spike amid China supply crunch
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Source: South China Morning Post
Published: 2026-08-18 00:00 UTC+10:00
Section: Beijing
Factuality Score: 100
Opinion Category: Neutral
Topics: Asia, Technology & AI, China, Asia Pacific, Technology
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Snippet:
Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission
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