Supply ChainJun 11, 2026, 09:02 AM· China
China's control over indium phosphide exports threatens AI data centre rollout
Summary
Barely a week after Nvidia-backed chipmaker Coherent warned of a shortage of indium phosphide in an earnings call in early May, its CEO Jim Anderson was on a plane with a U.S. business delegation accompanying President Donald Trump on his trip to China. Indium phosphide is a key material for optical communication chips in AI data centers, and China's export controls could impact global AI infrastructure deployment.
Why it matters
This event involves China's export controls on critical semiconductor materials, directly impacting AI data center buildout plans of Nvidia and other chipmakers.
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