InP bottleneck drives production transition from R&D to commercial scale.
Oxford Instruments is transitioning from R&D to commercial production in compound semiconductor equipment, catalyzed by Coherent's six-inch indium phosphide wafer ramp for AI data center networking.
Coherent's six-inch InP wafer breakthrough creates a supply-chain bottleneck that Oxford Instruments' plasma deposition and etch equipment helps to solve. The advanced technologies group is beginning to report higher margins as it moves into production, supporting a multi-year growth run.
"The Indium Phosphide (InP) Optical Networking Stock No One Is Talking About Yet"