A nuance the headlines flatten: Coherent's CEO says we are the world's only producer of six‑inch indium phosphide, with the six‑inch platform yielding more than 4× the chips at under half the cost of the three‑inch standard – a real advantage, from three qualified sites in Texas, Sweden and Switzerland. Yet the three‑inch baseline isn’t lagging; InP is brittle and thermally sensitive, and scaling raises stress, warp and defect‑management challenges, so larger wafers only pay off once yields are controlled. In my world, wafer size matters less than yield‑curve discipline.
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