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AI data-center growth boosts demand for InP and GaAs photonics, driving investments and M&A through 2037

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26 Oct 2026, 17:03 WIB
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AI data-center growth boosts demand for InP and GaAs photonics, driving investments and M&A through 2037

The rapid expansion of AI infrastructure is increasing demand for indium phosphide (InP) and gallium arsenide (GaAs) photonic components essential for high-speed optical interconnects in data centers. A new market report forecasts growth from 2027 to 2037, highlighting supply chain challenges, investment trends, and technological advances in lasers, photodiodes, and integration with silicon photonics. The report also covers strategic implications including capacity expansion, export controls, and competitive shifts, providing valuable insights for semiconductor manufacturers, investors, and data center technology companies.

The Global InP and GaAs Photonics market for AI interconnects is highlighted in this report, providing context for readers interested in technology sector trends. For readers following the Technology sector, here is Pluang's market snapshot as of Oct 26, 2026 19:51 WIB: out of 150 priced US stocks, 82 rose and 53 fell. Notable movers include NBIS at USD 155.40 with a -2.04% change and a typical hold time of 26 days, BTDR at USD 6.82 with a -2.01% change and a 16-day hold time, and IONQ at USD 30.65 with a -1.98% change and a 36-day hold time.

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