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AXT Inc. rises 10% as Chinese export restrictions squeeze global indium phosphide supply
AXT Inc. shares surged 10% as Chinese export controls on indium phosphide substrates squeeze global supply, driving InP wafer prices up 250% amid AI demand.
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Timeline cronologica
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Coherent CEO raises concerns over indium phosphide export delays as China squeezes critical AI supply chain
Coherent CEO Jim Anderson presses China on indium phosphide export delays as supply drops 77% to the US, threatening AI data center optical components.
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China's control over indium phosphide exports threatens AI rollout
China's export controls on indium phosphide are creating a critical bottleneck for AI data center buildouts, threatening high-speed optical transceiver
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AXT Inc. rises 10% as Chinese export restrictions squeeze global indium phosphide supply
AXT Inc. shares surged 10% as Chinese export controls on indium phosphide substrates squeeze global supply, driving InP wafer prices up 250% amid AI demand.