IQE CEO Warns of Indium Phosphide Supply Risks Amid China Export Controls

IQE CEO Warns of Emerging China Supply Risk for Chip Industry

IQE Plc Chief Executive Officer Jutta Meier said access to indium phosphide substrates is emerging as a key risk for the semiconductor industry as Chinese export controls create uncertainty over supplies.

China's Grip on Indium Phosphide Is Becoming a Real Problem for AI Chipmakers

China's export controls on indium phosphide, imposed in February 2025, have pushed six-inch wafer prices up roughly 250% to near $5,000 each. IQE CEO Jutta Meier warns the shortage is becoming a supply-security crisis for the chip industry, and Lumentum's CEO says the InP supply-demand gap already tops 30%. IQE, one of the few makers that can meet demand, posted 43% revenue growth in the first half of 2026.

IQE CEO warns of indium phosphide supply risks amid China export controls

IQE CEO Jutta Meier warns China's export controls on indium phosphide are creating critical supply risks for AI and telecom chips as wafer prices