Yunnan Germanium report: indium for InP is tight in China, export controls aren't the bottleneck
pstAsiatech · x · 2026-09-28
Citing Yunnan Germanium's recent financial report, the post notes that indium — the raw material needed for InP — is in tight supply domestically in China. The author argues supply constraints aren't driven by export controls: even if lifted overnight, China wouldn't have much indium left to export. InP is a critical material for optical communication and photonic chip supply chains, making this a structural shortage rather than a policy restriction.
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