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JX making further investment to increase InP substrate production

What happened

JX Advanced Metals Corp is investing capital to increase InP substrate production at its Isohara Plant. This expansion is driven by rapidly increasing demand in the optical communications sector. Bearish: Increased supply capacity may alleviate current shortages and pressure spot prices.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

InP Substrates
JX Advanced Metals Corp
capacity_expansionoptical_communicationsInP

Source and time

Source: Semiconductor Today · 10/9/2025 · View original source

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