Companies exposed to Indium phosphide

The AI stocks the model maps to Indium phosphide — part of the infrastructure layer, ranked by how strongly each name is exposed.

18 companies · ranked by exposure

What is Indium phosphide?

A special crystal material used to make the lasers inside optical modules.

Full explainer: what Indium phosphide is & who makes it →

It is the upstream material on which high-performance optics depend. When Indium phosphide tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.

The companies, ranked by exposure to Indium phosphide

Frequently asked

What are the top Indium phosphide stocks?

By modeled exposure to Indium phosphide: Coherent, Applied Optoelectronics, Inc., AXT, Inc., LandMark Optoelectronics Corporation, Lumentum, Visual Photonics Epitaxy Co. (VPEC). The full ranked list of 18 names is below.

Which companies make Indium phosphide?

The names the model tags as producers or suppliers of Indium phosphide: Coherent, Applied Optoelectronics, Inc., AXT, Inc., LandMark Optoelectronics Corporation, Visual Photonics Epitaxy Co. (VPEC), AIXTRON.

What is Indium phosphide?

A special crystal material used to make the lasers inside optical modules.

What happens if Indium phosphide runs short?

Export restrictions or supply shocks raise risk and relevance across the entire photonics stack.

Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0

All companies What is Indium phosphide? →