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AXT / Beijing Tongmei, Beijing
Pékin, China39.90°N 116.40°E
computed criticality12/100
reading
≈35% of the InP substrate market via Tongmei
2024Fault line
AXT, a Californian company, produces its InP and GaAs substrates exclusively in China through its subsidiary Tongmei. Since the Chinese controls on gallium (2023) and then indium (February 2025), every shipment requires an export licence from Beijing. An American supplier on paper, effectively under Chinese jurisdiction.
Actors
AXT (Fremont)
Beijing Tongmei Xtal Technology (Beijing)
Depends on 1
Gallium refining, ShandongPhotonics · Link↗Feeds 1
IQE, Cardiff / NewportPhotonics↗Shocks endured
Beijing puts gallium and germanium under licenseAug 1, 2023↗Sources
InP substrate market studies, 2025 ↗contested