Japanese supplier of semiconductor materials including indium phosphide (InP) substrates and sputtering targets for advanced chips and HBM.
“If the moonshot (which is massive price hikes on InP like HBM) fails, then $AXTI increases revenue from capacity expansion from Northland's $100m raise and it becomes re-rated anyway. There's two separate bottlenecks, one is all the precursors and feedstock (which $AXTI / Vital owns, ~80% or so comes from China it's a physics problem). Then there's substrates, which as you know $AXTI, Sumitom…” post →
| Date | Tweet |
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| 2026-01-23 | If the moonshot (which is massive price hikes on InP like HBM) fails, then $AXTI increases revenue from capacity expansion from Northland's $100m raise and it becomes re-rated anyway. There's two separate bottlenecks, one is all the precursors and feedstock (which $AXTI / Vital owns, ~80% or so c… → · 16 likes · 11,715 views |
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