AXT.
manufacturer wafer substrates
- Reports this week
- 0
- Active events
- 0
- Connections
- 47
What's happening
Earlier this month
One to three months ago
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MarketBeat published analysis comparing the financial performance of Aehr Test Systems and AXT, noting them as mid-cap technology investment options.Some support1 report
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AXT and Lumentum are recognized as beneficiaries of semiconductor trends, achieving S&P 600 inclusion and operating in the co-packaged optics sector.Some support1 report
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MarketBeat published analyst recommendations for AXT and Onto Innovation, both of which operate in advanced manufacturing technology.Some support1 report
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D.E. Shaw acquired a $3 billion stake in Coherent amid reports of severe undersupply and price hikes for InP substrates.Some support1 report
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AXT and Sunhydrogen, Inc. are being compared as technology companies.Some support2 reports
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AXT, based in Fremont, operates plants in China, with its revenue boosted by the Chinese InP-based laser sector.Some support1 report1 development inside
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Report from Taipei details InP undersupply, and Jim Anderson's company purchased AXT substrate.Some support1 report
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Lumentum and Ciena are benefiting from the AI optical connectivity boom, with Lumentum's Q4 revenue reframing the supply chain.Some support2 reports
Gone quiet
No new reports in 90+ days-
MarketBeat's screener tool lists AXT as a stock to watch.Well supported4 reports
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AI-related demand for indium phosphide substrates is noted for AXT.Some support2 reports2 developments inside
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AXT subsidiary supplies indium phosphide wafers to Coherent.Some support3 reports1 development inside
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AXT subsidiary secured a three-year deal with Coherent.Some support1 report
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Benzinga reported on the financial performance of AXT on July 30, 2026.Some support1 report
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AXT acquired the subsidiary Beijing Tongmei Xtal Technology on July 8th, and the company secured a long-term supply agreement.Some support1 report
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AXT is identified as a supplier of semiconductor materials.Some support2 reports1 development inside
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China imposes export controls affecting AXT's production base, leading to GaAs shortages.Some support2 reports
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Director David Chang sold company shares of AXT Inc, a company listed on the Nasdaq exchange.Some support1 report
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AXT's revenue growth forecast is lower than the industry average.Some support2 reports
No events began in the chosen period. Widen it, or reset.
Around AXT this week
News at the entities that move AXT most-
Nasdaq StructuralFF EAI Robotics Ecosystem Inc. was listed on the Nasdaq stock exchange.Moves AXT
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SEC StructuralInsider transaction disclosed in SEC filing concerning NexPoint Residential Trust on October 1, 2026.Moves AXT
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China StructuralTurkmenistan exported gas to China via pipeline on November 10, 2026.Moves AXT
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Meta StructuralMeta expands AI age-estimation on Instagram using Apple's age-range signal in Singapore and Australia.Moves AXT
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MarketBeat Mentioned togetherMarketBeat's stock screener listed manufacturing stocks on November 9, 2026.Moves AXT
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Young StructuralA London-based band has signed with the Young label.Moves AXT
Connections
The 35 strongest of 47, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
SEC Structural
AXT is subject to formal regulatory disclosure requirements imposed by the SEC.
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Jesse Chen Structural
Jesse Chen formally serves as a Director of AXT.
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Nasdaq Structural
AXT is formally listed and trades on the Nasdaq stock exchange.
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Coherent Structural
AXT's subsidiary supplies critical indium phosphide wafers to Coherent under a secured three-year agreement.
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China Structural
AXT operates plants in China and is subject to its market demands and regulatory controls, creating a dependence on the geopolitical state.
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Young Structural
Young holds the CEO position at AXT.
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Direxion Operational
AXT and Direxion are direct competitors in the market, vying for investor capital.
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Applied Optoelectronics Operational
The two companies are active competitors manufacturing optical components in the advanced semiconductor market.
Show all 35 connections
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germanium Structural
AXT relies on germanium as a core raw material for manufacturing substrates.
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Liu Structural
Liu serves as a member of AXT's Board of Directors, establishing a formal governance link.
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Microsoft Structural
AXT functions as a key supplier in Microsoft's accelerated data center construction projects.
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Beijing Shared context
AXT maintains its headquarters and production facilities in Beijing, and its business performance is tied to the local Chinese market demand.
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Goldman Sachs Mentioned together
Goldman Sachs monitors AXT's financial performance.
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Jim Anderson Transactional
Jim Anderson's company executed a purchase of substrate from AXT.
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GlobalFoundries Operational
Both companies are identified as competitors facing market risks within the silicon photonics sector.
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Onto Innovation Operational
Both companies operate in the advanced manufacturing technology sector, implying market competition.
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Capri Mentioned together
Both entities were noted as being included in the S&P 600 index.
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Meta Structural
AXT supplies components to Meta for its accelerated data center construction efforts.
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Needham & Company Shared context
Needham & Company operates as a research firm providing market context and views on AXT.
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Fischer Structural
Fischer serves as the Chief Financial Officer of AXT.
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Google Transactional
The relationship is currently observed as a supply chain link, specifically related to Google's accelerated data center construction.
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MarketBeat Mentioned together
MarketBeat provides stock tracking, highlights, and analyst ratings for AXT.
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Anthropic Shared context
The relationship is noted as operating within the market sentiment of the AI sector.
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Ciena Structural
The companies are linked in a supply chain where module maker outlooks influence order volumes for the other party.
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David Chang Structural
David Chang serves as a director of AXT, a formal governance role.
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DOCS Mentioned together
Both companies are featured in market coverage as mid-cap stocks to watch.
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Benzinga Mentioned together
Benzinga, a major financial news service, reports on AXT's financial performance.
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Lumentum Holdings Mentioned together
Both companies are mentioned as operating within the co-packaged optics sector.
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MUU Mentioned together
AXT and MUU were grouped together in an article listing mid-cap stocks to watch.
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Fremont Shared context
AXT maintains its worldwide headquarters and base of operations in Fremont.
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Ministry of Commerce Structural
AXT operates under the regulatory jurisdiction of the Ministry of Commerce.
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Taipei Shared context
AXT's operations are situated within the market context of Taipei, which is noted for supply chain issues.
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Aehr Test Systems Mentioned together
Aehr Test Systems and AXT are compared as mid-cap technology investment options.
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Northlandz Mentioned together
Northlandz provides investment ratings and coverage for AXT.
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Amazon Mentioned together
No evidence was provided linking AXT and Amazon in the timeline.
History
Events by the month they beganOctober 2026
1 eventSeptember 2026
3 events- MarketBeat published analysis comparing the financial performance of Aehr Test Systems and AXT, noting them as mid-cap technology investment options.
- AXT and Lumentum are recognized as beneficiaries of semiconductor trends, achieving S&P 600 inclusion and operating in the co-packaged optics sector.
- MarketBeat published analyst recommendations for AXT and Onto Innovation, both of which operate in advanced manufacturing technology.
August 2026
6 events- D.E. Shaw acquired a $3 billion stake in Coherent amid reports of severe undersupply and price hikes for InP substrates.
- AXT and Sunhydrogen, Inc. are being compared as technology companies.
- AXT, based in Fremont, operates plants in China, with its revenue boosted by the Chinese InP-based laser sector.
- Report from Taipei details InP undersupply, and Jim Anderson's company purchased AXT substrate.
- Lumentum and Ciena are benefiting from the AI optical connectivity boom, with Lumentum's Q4 revenue reframing the supply chain.
- AXT subsidiary secured a three-year deal with Coherent.
Show 2 earlier months
July 2026
4 events- AXT subsidiary supplies indium phosphide wafers to Coherent.
- Benzinga reported on the financial performance of AXT on July 30, 2026.
- AXT acquired the subsidiary Beijing Tongmei Xtal Technology on July 8th, and the company secured a long-term supply agreement.
- China imposes export controls affecting AXT's production base, leading to GaAs shortages.
June 2026
6 events- AXT Inc. is listed on the Nasdaq exchange, files required disclosures with the SEC, and Jesse Chen serves as a Director.
- MarketBeat's screener tool lists AXT as a stock to watch.
- AI-related demand for indium phosphide substrates is noted for AXT.
- AXT is identified as a supplier of semiconductor materials.
- Director David Chang sold company shares of AXT Inc, a company listed on the Nasdaq exchange.
- AXT's revenue growth forecast is lower than the industry average.