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Sumitomo Electric raises InP substrate capacity target to 4.5 times 2024 levels by FY2029
What happened
Japan's Sumitomo Electric Industries is accelerating production capacity expansion for indium phosphide (InP) substrates, prompted by surging demand for optical communications driven by AI and data center expansion. The company has raised its capacity target to 4.5 times 2024 levels by FY2029. This is a planned capacity expansion target; the source does not state the cause beyond the AI- and data-center-driven demand.
Impact and signal
Medium impactImpact score: 62/100
Affected components and suppliers
indium phosphide (InP) substrates
Sumitomo Electric Industries
InP substratescapacity expansionAI demandoptical communicationsdata center
Source and time
Source: DigiTimes Asia · 11/2/2026 · View original source
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