NuAxiSemiconductor trade intelligence
US orders HieFo to divest Emcore indium phosphide assets
What happened
President Trump issued an executive order requiring HieFo Corp to divest the InP wafer fab and digital chips business assets it acquired from Emcore Corp in April 2024. The order cites national security concerns under CFIUS review, forcing an unwinding of the recent management buyout. 利空: This forced divestiture creates uncertainty for the supply of specialized InP wafers and optical chips, potentially disrupting production plans and complicating future M&A in the sector.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Indium Phosphide (InP) WafersOptical Communications Chips
Emcore CorpHieFo Corp
cfiusdivestiturenational_securitymerger_review
Source and time
Source: Semiconductor Today · 1/12/2026 · View original source
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