AXT Inc
AXTIAXT Inc (AXTI) is a technology company that designs and manufactures compound semiconductor substrates used in various high-performance electronic and optoelectronic applications, such as laser diodes, photodetectors, and LEDs. The company primarily serves markets including telecommunications, data communications, industrial, and consumer electronics. Founded in 1987, AXT has established itself as a key supplier of high-quality gallium arsenide (GaAs), indium phosphide (InP), and other compound semiconductor substrates.
Company News
The article compares AXT, a semiconductor materials company with 40% market share in indium phosphide for AI infrastructure, to Global-E Online (GLBE), an e-commerce platform. AXT is favored due to its 250% sequential revenue growth in indium phosphide, clear market leadership in a critical AI bottleneck, and higher growth potential, while GLBE f...
On December 30, 2025, major U.S. stock indexes closed near record highs with modest declines in quiet year-end trading. The S&P 500 fell 0.13%, Nasdaq dropped 0.24%, and the Dow eased 0.20%. Boeing led industrials with a 0.6% gain following an $8.5 billion U.S. Air Force contract announcement, while Molina Healthcare jumped 2.5% on positive inves...
AXT reported Q2 2025 earnings with revenue of $18.0 million, missing analyst estimates by 9%. The company experienced revenue decline, margin compression, and challenges in the Chinese market, though showing some positive movement in AI-related substrate shipments.
The global gallium arsenide (GaAs) wafer market is expected to grow from USD 0.67 billion in 2023 to USD 1.62 billion by 2033, driven by the increasing demand for high-frequency RF components, particularly in 5G networks, and the growing adoption of GaAs wafers in advanced electronics and optoelectronic devices.
Bragar Eagel & Squire, P.C. is investigating potential claims against AXT, Inc. (NASDAQ: AXTI) on behalf of long-term stockholders following a class action complaint alleging the company made materially false and/or misleading statements about its property holdings, environmental violations, and production decline.
