AXT Inc, headquartered in Fremont, California, specializes in creating semiconductor substrates, crucial for a variety of high-tech applications. Using its unique vertical gradient freeze technology, AXT produces substrates made of indium phosphide, gallium arsenide, and germanium. These materials are essential for products in data centers, 5G communication, fiber optics, solar cells, and more, including emerging technologies like lidar for autonomous vehicles and infrared imaging. AXT's global reach includes direct sales in the US, China, and Europe, and partnerships in Asia. Founded in 1986, AXT stands at the forefront of semiconductor substrate innovation.
A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors…
A Taipei supply report on indium phosphide just sent shockwaves through the optics sector, and the institutional money that quietly positioned ahead of Monday's session suggests this squeeze may have much further…
AI's hunger for power and bandwidth is lifting stocks you would never expect, pulling a semiconductor substrate maker, a domestic solar upstart, and a restructured industrial into the same orbit as the…
Lumentum's blowout quarter sent shockwaves through the entire optical supply chain, and now a brand-new ETF is betting the AI connectivity trade is just getting started. The question is whether that concentrated…
AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another…
Three AI infrastructure stocks are blowing past the Nasdaq's midday gains by a wide margin, and they all share a surprisingly tight connection inside the hyperscaler data center supply chain.
Lumentum's CEO just named the obscure semiconductor material he believes will strangle AI infrastructure growth, and the supply gap is already wider than most investors realize.
Artificial intelligence isn’t just a software story anymore — it’s an infrastructure arms race. Data centers are hitting physical limits as power consumption and heat climb alongside AI workloads. That’s where optical…
One year ago today, President Trump stepped into the White House Rose Garden and declared April 2, 2025, “Liberation Day.” He unveiled reciprocal tariffs — a 10% baseline on most imports and…
Rich Duprey Live Updates Shares Now Down 9%5:09pm ETIt’s simple, AXT shares are up 1,000% across the past year, so investors were likely expecting a bigger guide. Instead, what they got was roughly inline…
Eric Bleeker AI chipmakers are still getting most of the attention, but there are a bunch of small AI stocks that are producing substantial gains while most people focus on big names like Nvidia…
