AI optics market set for 19-fold growth as InP wafer shortage looms
Yole Group projects the InP and GaAs bare die market for AI optics to hit $43.5bn by 2031, but warns effective 2026 wafer supply covers just 35% of demand (Credit: Yole Group)
Yole Group projects the InP and GaAs bare die market for AI optics to hit $43.5bn by 2031, but warns effective 2026 wafer supply covers just 35% of demand.
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