Jun. 12 at 8:52 PM
China’s control over InP exports is starting to become a real constraint for AI infrastructure (Reuters)
With 70%+ of global supply concentrated, the market is finally starting to price in supply chain risk instead of ignoring it.
What I’m watching:
$AXTI → InP already >50% of Q1’26 revenue
$LITE → probably the cleanest large-cap exposure here
$COHR → still early, but positioning for next-gen InP capacity
$IQE → steady “growth driver” story into 2026+
To me, this is less about individual tickers and more about a simple reality: AI data center buildout is now bumping into physical supply limits.
Personally, I’ve been rotating a bit treating
$AXTI more as a trading name after taking some profits, while leaning longer-term toward
$LITE /
$COHR /
$IQE for cleaner exposure and less policy noise.
