AXTAXTI

A compound semiconductor wafer maker. It supplies indium phosphide for data center optical links, gallium arsenide for Wi-Fi and telecom, and germanium for satellite solar cells. Production runs through its Chinese subsidiary Beijing Tongmei, so anything leaving China needs a Chinese export permit, which has made quarterly revenue swing with permit timing.

CEO Morris Young · Founded 1986 · HQ Fremont, California, USA · Exchange NASDAQ · Website axt.com

Predictions & track record (1)

• Awaiting grading Lumentum handed its wafer supplier $43.5 million up front, and it was not payment for goodsAt AXT's third-quarter results in November 2026, score whether indium phosphide revenue stepped up from the $13.6 million of the first quarter and whether the backlog above $100 million began converting into revenue.

1 related posts

• Watch Lumentum handed its wafer supplier $43.5 million up front, and it was not payment for goods Serenity (@aleabitoreddit) · 2026-07-29