Reuters: U.S. officials have visited China multiple times and urged the Chinese side to resolve the InP export controls, but China is still causing delays in export approvals.
As a result, U.S. photonic chip manufacturers that need InP are facing difficulties.
However, China does not appear to be particularly favoring domestic Chinese companies over U.S. companies operating in China. China wants to maintain the bottleneck the U.S. is facing in InP, so most Chinese domestic InP producers are focusing on the domestic market.
Chinese InP manufacturers such as Yunnan Germanium and Guangdong Xiandao are both in talks with Chinese authorities to secure export approvals, but even if approvals are granted, overseas shipments are likely to remain limited.