JX Advanced Metals to Triple Indium Phosphide Output with ¥20 Billion Investment

JX Advanced Metals Corporation ( (JP:5016) ) just unveiled an announcement.

JX Advanced Metals Corporation will invest about 20 billion yen to expand indium phosphide substrate production capacity at its Isohara Works in Ibaraki Prefecture, building on earlier capacity enhancements decided in 2025. The new investment aims to triple InP substrate output by 2030 versus 2025 levels, including larger‑diameter wafers, with phased operations starting in fiscal 2027 and only minimal impact expected on earnings for the year ending March 2026.

The move responds to surging global demand for optical communications driven by generative AI and hyperscale data centers, where rising data volumes and power consumption are accelerating the shift from electrical to optical signal transmission. By reinforcing its ability to supply InP substrates for optical transceivers and emerging photonic‑electronic convergence uses inside and between chips, the company is positioning itself as a key materials supplier in the evolving high‑speed, energy‑efficient data infrastructure market.

The most recent analyst rating on (JP:5016) stock is a Buy with a Yen2600.00 price target. To see the full list of analyst forecasts on JX Advanced Metals Corporation stock, see the JP:5016 Stock Forecast page.

More about JX Advanced Metals Corporation

JX Advanced Metals Corporation is a Japanese materials manufacturer listed on the TSE Prime Market, specializing in advanced crystal materials such as indium phosphide substrates used in optical communications and semiconductor applications. The company targets growing markets tied to hyperscale data centers, generative AI, and next‑generation photonic‑electronic convergence technologies that require high‑performance optical components.

Average Trading Volume: 28,717,401

Technical Sentiment Signal: Buy

Current Market Cap: Yen2345B

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