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China is freezing export permits for critical minerals for making chips to the U.S. while doubling supply to its own domestic tech firms.
finance.biggo.com/news/xsiIxJ0…

AI Computing Power Ignites "Gold Material" Indium Phosphide: Prices Nearly Double in a Year, Supply-Demand Gap Exceeds 70%

The explosive growth in demand for AI computing power is driving up prices for indium phosphide (InP), a crucial material for high-end optical modules, with prices nearly tripling in just over a year.
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