Investors
A strategic material with no U.S. plant
~$1.6BGaAs and InP substrate market, 2026
200,000Wafers a year at full rate
2030Full production rate
250Maryland jobs
The road to 2030
2027
Site control, construction and hiring begin
Sep 2028
Production start
Q1 2029
First qualified shipments
2029–30
Planned lithography, etching and masking
2030
Full 200,000-wafer rate
Planned expansion, 2029 to 2030
From our epiwafers to finished chips
Once the plant is running, we plan to add lithography, etching and masking, on DIL tools we design and build for our own fab.
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