· Event impact
Indium Phosphide Wafer Market Projected to Triple by 2035 on AI Demand
Transmission path
Increased demand for high-speed optical interconnects in AI clusters driving upstream wafer material consumption.
Market mechanism
Increased demand for high-speed optical interconnects in AI clusters driving upstream wafer material consumption.
Extended read
Indium Phosphide (InP) wafers are essential for the lasers and photodetectors used in high-speed fiber optic networks. As AI data centers move toward 800G and 1.6T interconnects, the demand for InP-based components is expected to accelerate. The projected tripling of the market size by 2035 underscores the long-term infrastructure requirements of the AI era, extending beyond GPUs into the physical networking layer.
Exposed assets
AXTI · COHR
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