AXT Inc
NASDAQ:AXTI
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AXT Inc
AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. The company is headquartered in Fremont, California and currently employs 1,008 full-time employees. The company has two product lines: specialty material substrates and raw materials integral to these substrates. Its compound substrates combine indium with phosphorous (InP) or gallium with arsenic (GaAs). Its single element substrates are made from germanium (Ge). Its InP substrates are used in broadband and fiber optic applications, 5G infrastructure and data center connectivity. Its semi-conducting GaAs substrates are used to create opto-electronic products, including high brightness light emitting diodes (HBLEDs), liquid crystal display (LCD) televisions, and are also used for automotive panels, display and lighting applications. Its Ge substrates are used in applications, such as solar cells for space and terrestrial photovoltaic applications. Its two raw material companies sell purified gallium and pyrolytic boron nitride (pBN) crucibles.
AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. The company is headquartered in Fremont, California and currently employs 1,008 full-time employees. The company has two product lines: specialty material substrates and raw materials integral to these substrates. Its compound substrates combine indium with phosphorous (InP) or gallium with arsenic (GaAs). Its single element substrates are made from germanium (Ge). Its InP substrates are used in broadband and fiber optic applications, 5G infrastructure and data center connectivity. Its semi-conducting GaAs substrates are used to create opto-electronic products, including high brightness light emitting diodes (HBLEDs), liquid crystal display (LCD) televisions, and are also used for automotive panels, display and lighting applications. Its Ge substrates are used in applications, such as solar cells for space and terrestrial photovoltaic applications. Its two raw material companies sell purified gallium and pyrolytic boron nitride (pBN) crucibles.
Revenue Surge: Q3 revenue jumped to $28 million, up 56% sequentially and 18% year-over-year, driven mainly by strong indium phosphide demand.
Gross Margin Recovery: Gross margin improved significantly to 22.3%, rebounding from 8.0% last quarter, though still slightly below last year’s 24.0%.
Record Backlog: Indium phosphide order backlog reached over $49 million, the highest in company history, fueled by AI and data center demand.
Profitability Progress: Net loss shrank to $1.9 million from $7.0 million in Q2, and guidance suggests further improvement in Q4.
Export Permits Are Critical: Export permit approvals remain the biggest growth constraint; most of Q4 guidance depends on permit timing.
Q4 Guidance: Revenue expected in the $27–$30 million range; gross margin and profitability progress hinge on further efficiency gains and permit approvals.
