AXT Inc

AXT Inc

AXT is a provider of compound semiconductor substrates and related materials for wireless and optoelectronic components and products.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying AXT Inc's stock with a target price of $5.5, indicating strong growth potential.

Average

Financial Health

AXT Inc is generating steady revenue and cash flow, but faces challenges with profit margins.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring AXTI

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Published: September 22, 2025

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Nvidia Intel Partnership: Beyond the $5B Deal

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Published: September 19, 2025

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Apple Onshoring Investment Theme Overview

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Published: September 15, 2025

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The U.S. Semiconductor Surge

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Published: August 23, 2025

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Published: August 21, 2025

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Semiconductors Beyond The Sanctions

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Published: August 13, 2025

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AI's Expanding Frontier: The Chip Supply Chain

AI's Expanding Frontier: The Chip Supply Chain

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Published: August 6, 2025

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Published: August 3, 2025

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Apple's recent record-breaking revenue highlights the success of its strategic supply chain diversification. This creates a compelling investment opportunity in the key component and manufacturing partners that are essential to Apple's production ecosystem.

Published: August 1, 2025

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Why You’ll Want to Watch This Stock

📈

Niche materials play

AXT focuses on specialised substrates used in RF and photonics, an area tied to 5G and data growth — though demand can be cyclical and variable.

🌍

Global end-markets

Customers span telecom, defence and industrial markets worldwide, which helps diversification but still exposes AXT to regional and customer cycles.

Technology transition watch

Shifts to new materials (eg GaN, SiC) create opportunities if AXT adapts; execution, capital intensity and competition are important risks to monitor.

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Taiwan Semiconductor Manufacturing Co.

Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.

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