Today, there's a new report that China eased InP substrate exports.
Which is expected to relieve mass production bottlenecks in the photonics market (source: Digitimes)My optical positions are very happy to hear this:From $AXT(AXTI.US) (substrates), $IQE (epiwafers) to $Applied Optoelectronics(AAOI.US) (lasers) / $Lumentum(LITE.US) / $SIVE, and others. Taiwanese optical players like VPEC, Landmark, and others should go brrr as well. Just to recap: the photonics market, especially for laser companies is moreso "how much can you make" rather than how much demand is there. InP substrates was one of the main bottlenecks affecting upstream capacity. So if you're able to make more = more revenue.
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