NuAxiSemiconductor trade intelligence
JX to boost InP substrate production capacity by 20%
What happened
JX Advanced Metals Corp is investing ¥1.5bn to increase its indium phosphide (InP) substrate production capacity by approximately 20% at its Isohara Plant. This expansion targets growing demand from data centers and AI infrastructure, which rely on InP-based photonic components. Bearish: Increased substrate supply could ease medium-term pricing pressure for InP wafers, potentially impacting spot market premiums.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
InP Substrate
JX Advanced Metals Corp
capacity-expansioncompound-semiconductor
Source and time
Source: Semiconductor Today · 7/24/2025 · View original source
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