AXT.
manufacturer wafer substrates
- Reports this week
- 1
- Active events
- 2
- Connections
- 44
What's happening
Active this week
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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
Earlier this month
One to three months ago
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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 support1 report
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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
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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 support2 reports1 development inside
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AXT subsidiary secured a three-year deal with Coherent.Some support1 report
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AXT Inc. is listed on the Nasdaq exchange, files required disclosures with the SEC, and Jesse Chen serves as a Director.Well supported10 reports
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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
Gone quiet
No new reports in 90+ daysNo events began in the chosen period. Widen it, or reset.
Around AXT this week
News at the entities that move AXT most-
Nasdaq StructuralApple Inc. stock is traded on Nasdaq, and Jefferies Financial Group restated a hold rating on the company.Moves AXT
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SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves AXT
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China StructuralThe European Central Bank is forced to raise interest rates due to energy price shocks from the Iran war and an influx of Chinese exports.Moves AXT
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Meta StructuralMeta is launching a new commercial wing specifically focused on AI deployment.Moves AXT
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Young StructuralIn 2018, Ralph Regenvanu served as Vanuatu's Climate Minister while UNICEF advised on children's rights in the country.Moves AXT
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Beijing Shared contextA Congressional Delegation condemned Beijing's new law regarding ethnic minorities.Moves AXT
Connections
The 33 strongest of 44, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Nasdaq Structural
AXT is formally listed and trades on the Nasdaq stock exchange.
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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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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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Coherent Structural
AXT's subsidiary supplies critical indium phosphide wafers to Coherent under a secured three-year agreement.
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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, both manufacturing and supplying optical components in the advanced semiconductor market.
Show all 33 connections
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germanium Structural
AXT relies on germanium as a core raw material for manufacturing substrates.
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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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Microsoft Structural
AXT functions as a key supplier in Microsoft's accelerated data center construction projects.
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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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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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Onto Innovation Operational
Both companies operate in the advanced manufacturing technology sector, implying market competition.
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DOCS Mentioned together
Both companies are featured in market coverage as mid-cap stocks to watch.
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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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Capri Mentioned together
Both entities were noted as being included in the S&P 600 index.
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David Chang Structural
David Chang serves as a director of AXT, a formal governance role.
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Meta Structural
AXT supplies components to Meta for its accelerated data center construction efforts.
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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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Lumentum Holdings Mentioned together
Both companies are mentioned as operating within the co-packaged optics sector.
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MarketBeat Mentioned together
MarketBeat features AXT in its stock watchlists and market highlights.
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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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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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Benzinga Mentioned together
Benzinga, a major financial news service, reports on AXT's financial performance.
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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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Aehr Test Systems Mentioned together
Aehr Test Systems and AXT are compared as mid-cap technology investment options.
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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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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 beganSeptember 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.
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.
Show 1 earlier month
June 2026
6 events- MarketBeat's screener tool lists AXT as a stock to watch.
- AI-related demand for indium phosphide substrates is noted for AXT.
- AXT Inc. is listed on the Nasdaq exchange, files required disclosures with the SEC, and Jesse Chen serves as a Director.
- 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.