$AXT Inc(AXTI)$ Accumulated some AXTI which offer indium phosphide (InP) substrates which are the base material for high-speed optical transceivers (800G/1.6T/3.2T) and CPO light engines used in AI data centers.
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- NewInvest·10-06Also want to mention that while there are positive news of customers (Lumentum & Coherent) aggressively locking in InP capacity through 2031 and potential plan by AXTI to raise indium phosphide (InP) substrate prices by 10% in Q4, there is potential risk with China export control.LikeReport
- AfraSimon·10-05Silicon photonics risk is the part I wouldn't hand-wave here. Above 1.6T, InP still has to prove cost and margin durability1Report