🚨 7N prices are 🔥 on SMM—and even crazier in US markets.
FYI: 7N prices are surging on SMM—and in US markets, it trades at an even steeper premium.
Why it matters:
Powers hyperscaler optics (TPU pods, etc)
Drives 5G & data center transceivers
Critical for LiDAR (robotaxis, drones, military)
Optical modules & silicon photonics lasers (Nvidia, Intel, Broadcom)
$AXTI controls 40% of the InP supply. With Japan export rules, they could monopolize the substrate chain.
Public float: 51M
Market cap: $1.3B
Basically: one company → bottleneck for EVERYTHING above. Prices go up, profits skyrocket, new entrants follow… but for now, AXTI is king 👑
AXTI’s CEO stated they control 40% of InP for the majority of the supply chain. With Japan’s export controls, they could effectively monopolize the substrate supply.
With a public float of just 51M and a market cap of $1.3B, the stock still has significant upside. Once prices rise, production has already ramp-up!
@TigerObserver @Daily_Discussion @Tiger_comments @TigerPM @TigerStars
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