COMPANIES · CHIP EQUIPMENT
AXT
US-listed maker of compound-semiconductor wafer substrates (indium phosphide, gallium arsenide, germanium), manufactured mainly in China through its subsidiary Tongmei.
US-listed maker of compound-semiconductor wafer substrates (indium phosphide, gallium arsenide, germanium), manufactured mainly in China through its subsidiary Tongmei.
AXT says indium phosphide substrates are a key ingredient in the high-speed optical links used in AI data centers; the lasers and photodetectors in optical transceivers are built on them.
Sells substrate wafers and raw materials to makers of optical, wireless and other compound-semiconductor devices.
United States (Fremont, California)
Semiconductor manufacturing equipment. The highly specialized machines and design software used to create advanced chips in the first place. Without these tools, no chip maker in the world — including the ones building NVIDIA's chips — could produce anything.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (2)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (2)
Source: 2026-08-04 · reviewed 2026-09-26
Evidence: Secondary reporting (unconfirmed by primary parties) · Agreement signed; prepayment reported received
Limits: Trade-press account of AXT's results; does not establish the agreement's length, delivery volumes, pricing or exclusivity, and was not confirmed here in a primary AXT or Coherent document.
AXT returns to profit, driven by record quarterly revenue from InP ↗Source: 2026-07-29 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of an agreement; does not establish actual shipment volumes, pricing, exclusivity, or that the second deposit (timing to be set in 2028) will be paid.
AXT, Inc. Announces Long-Term Supplier Agreement with Lumentum ↗AXT, Inc. Announces First Quarter 2026 Financial Results ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .