IQE CEO: Indium Phosphide Substrate Supply a Key Risk as China Export Controls Bite
pstAsiatech · x · 2026-09-09
IQE CEO Jutta Meier says access to indium phosphide (InP) substrates is emerging as a key risk for the semiconductor industry, with Chinese export controls creating supply uncertainty. The poster notes this risk has actually been apparent for some time, not just emerging.
More from Infra
- Treat AI Agents as Distributed Systems: The Completed Run Is the Real Metric — rachittshah · 2026-09-09
- NVIDIA paper enables cross-model KV cache transfer, skipping prefill 2.7-25x faster than recompute — blaizedsouza · 2026-09-09
- SIMD isn't automatically faster: memory bandwidth is the real bottleneck — Abhishekcur · 2026-09-09
- Desert Ant Labs launches fast local models that run on device — willwhitedc · 2026-09-09
- Is a GTX 1660 Super 6GB enough to run ComfyUI locally? — srthk97 · 2026-09-09
- Running 285B DeepSeek-V4-Flash-Vision on 12x RTX 3090s at 120+ tok/s — ciprianveg · 2026-09-09