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InP substrates, Sumitomo
Osaka, Japan34.69°N 135.50°E
computed criticality14/100
reading
≈70% of epitaxial InP wafers supplied via Taiwan
2024Fault line
Indium phosphide is the light source of the optical transceivers that irrigate AI datacenters. Stocks often limited to two months; a double bottleneck of raw material and epitaxy.
Actors
Sumitomo Electric (Osaka)
JX Nippon
Freiberger (Germany)
Depends on 1
Indium, ChinaPhotonics · Critical anchor↗Feeds 3
Nvidia, Santa ClaraCompute↗Lumentum, San JoséPhotonics↗Landmark Optoelectronics, TainanPhotonics↗Shocks endured
Indium joins China's export controlsFeb 1, 2025↗Sources
Mordor Intelligence, 2024 ↗estimate