AXT

Headlines · 2

1. 2d
   AXT Reports $500M InP Backlog as AI Demand Exceeds Supply

   AXT reported third-quarter revenue of $73.4 million, up 162% year over year, and adjusted non-GAAP earnings of $0.41 per share. TechNews reported that CEO Morris Young said the company’s indium phosphide backlog exceeded $500 million, spanning long-term supply agreements, contracts of less than 12 months and spot orders. Management said demand continued to exceed supply despite expanded capacity. AXT also received a $43.5 million wafer prepayment under a long-term supply agreement with Lumentum.

   科技新报 · 🔥 3
2. 6d
   FCC Shadow Raises Stakes for China’s Optical-Chip Supply Chain

   An analysis republished by 36Kr, TMTPost and Cyzone examines how potential FCC restrictions on optical interconnect could affect China’s efforts to domesticate optical chips for AI infrastructure. It says China has made progress in 70mW and 100mW CW lasers, but remains less than one to two generations behind overseas leaders in high-end EML and high-power CW products, with yield and customer-certification hurdles. The article also warns that duplicated investment could create overcapacity in lower-end products, though those warnings are analytical rather than independently verified.

   36氪 人工智能 · 🔥 0

Experience and discussion from the community

Share my AXT experienceAsk about AXT