$AXTI Here's the US-China part of Yunnan Germanium's InP ramp. In the first ha… · @carrioresearch · TwKit

@carrioresearch

$AXTI Here's the US-China part of Yunnan Germanium's InP ramp. In the first half its overseas sales were RMB 10.6M, 1.45% of revenue and down 58% from the first half of 2025. Even if every yuan of that was InP, no more than 7.5% of its compound semiconductor sales left China. Beijing has required export licenses for InP since February 2025, and through June this supplier's growth went to buyers at home. Chinese-made InP headed overseas still waits in that license queue, and $AXTI's Beijing plant is in it, so license pace matters more for AXT than for a peer selling domestically.

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