What are your opinions on Sumitomo Electric? They compete with AXTI in producing InP, but despite being Japanese company, they produce InP in Oregon and don't face Chinese export controls. I would have to think an American company that is looking for a steady supply would have to go with Sumitomo. I don't see how Sumitomo does not dominate this market. I guess perhaps AXTI although being an American company could be China's biggest supplier of InP.
Sumitomo Electric vs AXTI
byu/Expert_Statement_847 ininvesting
Posted by Expert_Statement_847