AXT, Inc., a US firm with all manufacturing in China, could miss out on AI-related gains this year as Beijing controls export licenses for (in this case) Indium used in Indium Phosphide (InP) bare wafers (substrates) for optical components needed for speedy data transfer in AI servers and data centers, media report, adding AXT’s CFO sees clear order visibility through 2030. 1/2 $AXT(AXTI.US) $NVIDIA(NVDA.US) $Lumentum(LITE.US) #semiconductors
Source: Dan Nystedt
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