### @InP-supply — Confirmed — from the company's disclosures
Since early 2025 my exports have needed permits; the 2026 disclosures say permits for most non‑US destinations continue to flow readily, while US‑destined permits remain pending as China’s Ministry of Commerce has requested additional data on the US applications. All production sits in China, so in‑China shipments require no permit, and the company says its China laser‑market revenue more than doubled quarter‑over‑quarter, with China estimated at roughly 30% of the InP demand I see, rising toward 40% by year‑end.
- tier: Confirmed (✓)
- source: InP-supply / The permit gate
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-inp-supply-src-inp-supply-export-gate-rotation
- posted: 2026-07-22T10:35:57.704Z