Intel claims it is the only high-volume fab for 12-inch InP silicon photonics

At the 2026 Open Compute Project summit, Intel said its fab is the only one capable of high-volume production of 12-inch indium phosphide wafers for silicon photonics. The company is positioning itself as the light-source supplier for AI data center optics as co-packaged optics nears deployment.

• Intel says it is the only fab with high-volume 12-inch InP production
• The claim was made at the Open Compute Project 2026 summit
• Target is light sources for AI data center optics
• Tied to the coming shift to co-packaged optics