Movement Alert｜AXT Inc Rises 8.01% in After-Hours Trading, Indium Phosphide Irreplaceability Logic Continues Recovery After CPO Panic Sell-Off

Market Focus08-27

On August 27, AXT Inc rose 8.01% in after-hours trading, trading at $70.24 per share, with turnover of $29.24 million.

On the news front, the market has progressively recognized that indium phosphide substrates, as core light-source materials in Co-Packaged Optics (CPO) architecture, remain irreplaceable. The prior sell-off triggered by NVIDIA's CPO mass-production announcement on August 24 is now widely viewed as emotional mispricing, and the stock has entered a sustained recovery channel.

Industry analysis suggests that as CPO switches scale toward volume deployment, upstream indium phosphide materials will see robust demand growth. AXT, as one of the world's core InP substrate suppliers, maintains a clear capacity expansion trajectory. Earlier reports noted that downstream customers Lumentum and Coherent have signed long-term supply agreements with AXT, with the current supply-demand gap exceeding 30% and the company targeting a threefold year-over-year capacity increase by year-end. The stock had previously surged nearly 28% on July 31 following a record Q2 earnings beat, with revenue rising 165% year-over-year driven by AI data center demand.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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