American Xtal Technology, Inc. (AXTI) Message Board

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Technology Stocks : American Xtal Technology, Inc. (AXTI)

AXTI 12.34

-5.0%

3:59 PM EST

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To: semi_infinite who wrote (179)	1/9/2001 3:38:54 PM
From: kinkblot	Read Replies (1) of 290

Re: InP ingots gaasnet.com Maybe you can bring up a list of substrate suppliers here; unfortunately, I get only an error message. Searching the entire site for "InP" returned: - AXT (US) - M/A-COM (US) - Atramet (US / Russian) - Sumitomo Electric Industries (Japan) - Japan Energy Corp. (Japan) - Showa Denko (Japan; distributed in US by Crystal Specialties) Some on that list are distributors or do epitaxy only. I also tried: gaasnet.com This turned up a couple more: - Camelot, distributed by Group Arnaud (France) - Wafer Technologies (UK) - acquired November 2000 by IQE plc Also possibly: - Litton Airtron, Electronic Materials Group In the profile on Litton's site, it says "Indium phosphide and silicon carbide wafers in development." As far as which ones are significant, Sumitomo Electric claims to be "the world's leading manufacturer of GaAs and InP." I would guess that AXT is the leader among US suppliers, but I can't say that for sure. I haven't come across a detailed market share breakdown. AXT's low defect wafers should give them an advantage with customers like Kopin who want the highest possible epi-layer quality. Will

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