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AI Data Center Supply Chains & Indium Phosphide: A Look at Oxford Instruments
In this episode, CSI is cutting through the social media noise to bring you a vintage Chip Stock Investor breakdown of the semiconductor supply chain. Today, we are putting the spotlight on Oxford Instruments, a small-cap UK company that might be a critical bottleneck in the AI data center networking boom.
We explore how the industry is scaling up production for compound semiconductors and specifically look at Coherent's breakthrough with six-inch indium phosphide (InP) wafers. From there, we map out the players making this transition possible and detail why Oxford Instruments' plasma…
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