Company
Sumitomo
A major Japanese industrial conglomerate whose electronics division is the world's largest producer of indium phosphide substrates, alongside AXT Inc and JX Nippon Mining & Metals.
Covered in 2 MetalsCost.com News Intelligence articles, most recently on August 19, 2026.
Coverage
Indium
Indium Phosphide Prices Have Nearly Tripled as AI Chip Demand Collides With a China Export Clampdown
Indium phosphide wafer prices have jumped up to 250% since early 2025 as AI data-center demand for optical chips collides with a global supply gap exceeding 70% and China's new export licensing rules.
Indium
AXT Surges 14% as Indium Phosphide Shortage Drives a Record Fourth Straight Price Hike
AXT stock rose 13.7% as indium phosphide substrate prices head for a record fourth straight quarterly increase, driven by AI data-center optical chip demand.
