Why did AXTI suddenly become popular?


The current logic of the AI industry chain has shifted from:
GPU → optical modules → optical communication → optical chips → upstream materials, continuously propagating upstream.
And AXTI is focused on important underlying materials for optical communication and semiconductors:
- InP (Indium Phosphide)
- GaAs (Gallium Arsenide)
- Ge (Germanium)
These are all substrate materials essential for manufacturing high-speed optical communication devices. Especially Indium Phosphide (InP).
AXTI is an American company dedicated to developing high-end wafer materials, mainly manufacturing in China, giving it a price advantage.
Currently, its market cap is 5 billion USD; if we consider the low point at $1 in April 2025, it has already increased by over 100 times. Damn, the US stock market is truly like the crypto world!
$AXTI
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