NuAxiSemiconductor trade intelligence
AXT to seek permits from China to export gallium and germanium substrate products
What happened
AXT Inc, a US-based manufacturer of compound semiconductor substrates, is seeking export permits from China following new Chinese controls on gallium and germanium materials effective August 1. The regulations restrict the export of these critical raw materials used in GaAs, InP, and Ge substrates, which are essential for RF, photonics, and solar applications. 关注: This creates potential supply chain disruption and price volatility for compound semiconductor substrates, pending the outcome of AXT's permit applications and broader industry compliance.
Impact and signal
High impactImpact score: 70/100
Affected components and suppliers
GaAs SubstratesInP SubstratesGe SubstratesGalliumGermanium
AXT Inc
export-controlsupply-riskchina-policyraw-materials
Source and time
Source: Semiconductor Today · 7/5/2023 · View original source
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