AXT, Inc.
AXTI
Jodie situation report
AXT, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
- Demand for InP substrates used in data centers and passive optical networks increased in the latest six-month period.
Invalidation: The isolated read changes if AXTI's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind AXTI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
QRVOQorvo, Inc.competitorMay 14, 2026 ▾
“We face competition for our wafer substrate products from other manufacturers of substrates, such as Sumitomo, JX, Freiberger, Umicore, Vital and CCTC, and from companies, such as Qorvo and Skyworks, that are actively considering alternative materials to GaAs…”
SWKSSkyworks Solutions, Inc.competitorMay 14, 2026 ▾
“We face competition for our wafer substrate products from other manufacturers of substrates, such as Sumitomo, JX, Freiberger, Umicore, Vital and CCTC, and from companies, such as Qorvo and Skyworks, that are actively considering alternative materials to GaAs…”
SMTOYFiling-linked namecompetitorMar 17, 2026 ▾
“Our primary competition in the market for compound and single element semiconductor substrates includes Sumitomo Electric Industries (“Sumitomo”), Japan Energy (“JX”), Freiberger Compound Materials (“Freiberger”), Umicore, China Crystal Technology Corp.”
Filing peers
No filing peers are available for this name yet.
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What is moving around it
Live connections
AXTI is currently a Follower in the organic co-movement group Photonics Components. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.