InP Substrates is a mapped technology theme inside Physical AI, connected to Connectivity, RF & Positioning, Perception & Sensing. Daily PXS tracks the public companies supplying this bottleneck and links each ticker to its current research state.
InP Substrates stocks and research
InP Substrates is a mapped technology theme inside Physical AI, connected to Connectivity, RF & Positioning, Perception & Sensing. Daily PXS tracks the public companies supplying this bottleneck and links each ticker to its current research state.
Physical AI turns intelligence into real-world action. Technologies that constrain compute, power, sensing, connectivity, manufacturing or movement can become public-market bottlenecks as deployment scales.
01
Mapped companies
Current research snapshot for tickers mapped to this technology.
AAOIApplied Optoelectronics800G and 1.6T optical interconnect | InP substrates
Physical AI
Perception & Sensing
WATCH●●○○○
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—Research target
6/26/26Last reviewed
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COHRCoherent Corp800G and 1.6T optical interconnect | InP substrates
Physical AI
Perception & Sensing
HOLD●●●○○
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450Research target
7/3/26Last reviewed
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LITELumentum Holdings IncInP substrates | 800G and 1.6T optical interconnect
Physical AI
Connectivity, RF & Positioning
TRIM●●●●●
●●●●●
1050Research target
6/16/26Last reviewed
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02
Technology questions
Quick context for searchers, readers and AI answer engines.
What is InP Substrates?
InP Substrates is a mapped technology theme inside Physical AI, connected to Connectivity, RF & Positioning, Perception & Sensing. Daily PXS tracks the public companies supplying this bottleneck and links each ticker to its current research state.
Which universe and layer is InP Substrates mapped to?
InP Substrates is mapped to Physical AI across Connectivity, RF & Positioning, Perception & Sensing.
Which public companies are mapped to InP Substrates?
Daily PXS currently maps 3 public companies to InP Substrates, including AAOI, COHR, LITE.