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[News] InP Shortage Emerges as AI Optical Interconnect Bottleneck - LEDinsideLEDinside · Thu, 06 Aug 2026 10:40:15 GMT[News] ams OSRAM Delivers Q2 at Guidance High End and Readies MicroLED Arrays for Next-Generation AR Smart Glasses - LEDinsideLEDinside · Thu, 06 Aug 2026 07:12:15 GMT[News] Nanya Tech Unveils Up to US$10.7B Fab 5A Investment Plan Through 2029; Targets 10nm-Class DRAM with EUV - TrendForceTrendForce · Thu, 06 Aug 2026 03:53:22 GMT[News] Xiaomi, OPPO Invest in MicroPowerChip as China’s Smartphone Makers Expand In-House Power Chip Footprint - TrendForceTrendForce · Thu, 06 Aug 2026 01:26:31 GMT“InP shortage will be more severe than memory!” Lumentum and SemiAnalysis warn: optical interconnects emerge as new AI bottleneck - news.futunn.comnews.futunn.com · Mon, 03 Aug 2026 08:44:15 GMT