NVIDIA
A US semiconductor company whose GPUs power most AI data-center computing; it has invested directly in indium phosphide substrate suppliers to help expand capacity for the optical components its systems require.
Covered in 3 MetalsCost.com News Intelligence articles, most recently on September 26, 2026.
Coverage
AI Chip Boom Fails to Lift Gold Demand, World Gold Council Finds
Gold used in electronics held flat at 323 tonnes in 2025 even as AI chip demand surged, the World Gold Council says. Manufacturers cutting gold from less critical components offset the new demand from advanced chips and data-centre gear.
China's Grip on Indium Phosphide Squeezes AI Chipmakers as Wafer Prices Surge 250%
China's export controls on indium phosphide, extended to raw indium in 2026, have pushed wafer prices up roughly 250%, prompting a combined $4 billion Nvidia investment to build non-Chinese supply.
Indium Phosphide Prices Have Nearly Tripled as AI Chip Demand Collides With a China Export Clampdown
Indium phosphide wafer prices have jumped up to 250% since early 2025 as AI data-center demand for optical chips collides with a global supply gap exceeding 70% and China's new export licensing rules.
