# Iqe

> Markdown twin of https://roboterminal.app/companies/iqe · https://roboterminal.app/companies/iqe.md

## On shared sources

- [AXT](https://roboterminal.app/companies/axt) (2)
- [Credo](https://roboterminal.app/companies/credo) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Mizuho](https://roboterminal.app/companies/mizuho) (1)
- [Sumitomo Electric](https://roboterminal.app/companies/sumitomo-electric) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2109348052947394607)
  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…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2097648574062301389)
  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…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2097027117263266256)
  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." "Ind…

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Source: Roboterminal · https://roboterminal.app/companies/iqe.md