$76.16-4.72%as of 10:46 AM ET
AXTI — AXT Inc.
Compound-semiconductor substrate maker. Produces indium phosphide (InP), gallium arsenide (GaAs), and germanium (Ge) wafers. The upstream chokepoint under every 800G optical transceiver.
Coiled
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52w range compression, breakout-adjusted
Watched
0
7-day news volume + tape quietness
Sound
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Margins, growth, FCF composite
Critical
100
Supply-chain concentration × demand
Pressure
60
Pricing Power
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Filling fast
Financial metrics unavailable for this ticker.
Four public InP substrate suppliers exist worldwide; AXTI is the only US-listed pure-play. As 800G and 1.6T optical transceivers ramp for AI fabrics, InP wafer demand is set to 2× by 2027. Concentration risk is the entire thesis.
From the EDGAR wire.
Who AXTI touches.
Depends on
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