Core Insights - JX Advanced Metals Corp. announced additional capital investment in its InP substrate production facility to enhance capacity by approximately 50% compared to 2025 levels, with a total investment of about 3.3 billion yen (approximately 22 million USD) [2][3] - The investment is driven by the explosive demand for AI computing power and the rapid growth of global data centers, which are increasingly reliant on InP substrates for high-performance optical communication devices [2][3] Investment Details - The total investment of 3.3 billion yen includes an earlier investment of 1.5 billion yen announced in July, which aimed to increase capacity by about 20% [2] - The urgency to establish a system that can meet the sharply rising demand for InP substrates has been emphasized by the company [2] Market Implications - InP substrates are critical for producing optical transmitters and receivers, essential for high-speed, high-capacity, and low-energy data transmission in optical modules [2][3] - The investment will significantly enhance JX Metals' global competitiveness and supply chain position in the compound semiconductor materials sector, supporting the infrastructure for AI and high-speed communication [3] Future Technology - InP substrates are also seen as potential core materials for Photonic-Electronic Convergence Technology, which is expected to bring high-speed data processing capabilities and low energy consumption to communication within and between chips [3]