← dnystedtTrade on Robinhood →Trade on Hyperliquid →Trade on Robinhood →
“China's approval of limited Indium Phosphide (InP) substrate exports at end-May disappointed as China keeps most of it for domestic use and remains committed to”
@dnystedt
China's InP 'limited release' policy directly caps AXTI's China-based substrate exports, pressuring revenue
AXTISHORT@ $84.38
$60.93+27.78%
since call Jun 22
peak +56.4%
“China's approval of limited Indium Phosphide (InP) substrate exports at end-May disappointed as China keeps most of it for domestic use and remains committed to”
@dnystedt
China InP supply squeeze sustains active laser shortages at Lumentum, keeping demand ahead of buildable supply
LITELONG@ $829.61
$724.83-12.63%
since call Jun 22
peak +1.9%
“China keeps most of it for domestic use and remains committed to its "limited release" policy”
@dnystedt
China's InP export freeze widens Coherent's moat as it self-supplies 6-inch wafers, with order book stretching to 2028
COHRLONG@ $396.93
$257.89-35.03%
since call Jun 22
TIMESTAMPS
in post
in post
in post