GaAs gains ground in short-reach AI optics as InP constraints mount
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As AI workloads push data center interconnects from 800G toward 1.6T, indium phosphide (InP) has become a critical material for high-speed optical links, particularly for longer-distance transmission. But crystal growth challenges, supply constraints and high costs are prompting the industry to explore gallium arsenide (GaAs) as a partial alternative for shorter-reach connections, with the technology expected to become clearer by 2028.
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