IQE
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 11, 2026 · Post · posted
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Mizuho: InP Supply > InP Substrate Bottleneck: InP substrate remains the tightest bottleneck in the supply chain, with Sumitomo Electric and AXT controlling approximately 85% of the market. > Capacity Growth: Global InP substrate capacity… |
IQE CEO Jutta Meier: access to indium phosphide substrates emerging as a key risk for the semiconductor industry as Chinese export controls create uncertainty over supplies Not emerging, been apparent for some time...… |
IQE reiterating what the industry has said about InP: "As we've previously highlighted, we are seeing high demand for our indium phosphide and gallium arsenide optical interconnect technologies." "Indium phosphide substrates are becoming… |