NuAxiSemiconductor trade intelligence
AXT’s Tongmei receives China export permits to resume shipping InP substrates to certain customers
What happened
AXT's Chinese subsidiary Tongmei has received export permits from China's Ministry of Commerce to resume shipping InP substrates to certain additional customers. This follows previous restrictions on gallium and germanium exports. Bullish: This incrementally eases a supply constraint for a critical compound semiconductor material, potentially stabilizing or lowering prices for downstream users.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
InP Substrates
AXT IncBeijing Tongmei Xtal Technology Co Ltd
export-permitsupply-resumptionchina-regulation
Source and time
Source: Semiconductor Today · 8/20/2025 · View original source
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