Reuters report highlights China's dominance in Indium Phosphide (InP) supply, posing a ris
Reuters report highlights China's dominance in Indium Phosphide (InP) supply, posing a risk to AI data center expansion. AXTI is identified as a vulnerable node.
“Oh look… a new report by Reuters shows China’s control over InP threatens the AI DC buildout. Who could have guessed $AXTI would have been a major point of failure? https://t.co/mu9sOWGHN6”Original post：X / @aleabitoreddit ↗