The Germanium Chokepoint Powering AI Data Center Fiber and High-Speed Chips
Germanium is essential for AI data center optical fiber and high-speed SiGe transistors in transceivers and SerDes. Explore China’s dominance through Yunnan Chihong, Yunnan Xinyuan, and China Germanium, surging AI-driven demand, supply risks, and Western alternatives like LightPath Technologies’ BlackDiamond chalcogenide glass.
2026-06-22 By David Rogers