AXT sees $27M–$30M Q4 revenue as indium phosphide backlog reaches $49M amid surging AI data center demand

3 hours ago 1

Earnings Call Insights: AXT, Inc. (AXTI) Q3 2025

Management View

  • CEO Morris Young highlighted "a strong uptick in indium phosphide demand from data center applications globally" and emphasized that "our revenue grew 56% sequentially and 18% year-over-year." Young stated the company obtained export permits for significant

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