China Approves Only Limited Indium Phosphide Substrate Exports, Global Backlog Grows

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China approved only limited exports of indium phosphide, or InP, substrates at the end of May, with most supply still reserved for domestic use under its continuing “limited release” policy. The restricted flow is leaving global order backlogs to keep growing, according to a media report.

From the sources (1 posts)

@dnystedt

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 its “limited release” policy, while the global backlog of orders continues to p

Market impact

28 small

COHR LITE IIVI

Why it matters: China restricting InP substrate exports squeezes a niche compound-semiconductor input for optical/photonic components (datacenter transceivers, lasers), modestly favoring non-Chinese substrate and photonics suppliers while pressuring buyers dependent on Chinese supply.

At publish time: Headline names a specific export-restriction on a critical niche material (InP substrates) with a growing global backlog — a China-supply-control mechanism echoing prior gallium/germanium curbs.

model confidence: low

What happened next

1–2 weeks later

no follow-up

No corpus follow-up on InP substrates, photonics, or COHR/LITE/IIVI; later China stories (helium ban, Nvidia H200, BYD) are unrelated to the predicted optical-input squeeze.

based on follow-up coverage

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