Core Viewpoint - AXT, Inc. is actively participating in industry events and has reported significant growth in indium phosphide demand, particularly from data center applications, indicating a strong market position and potential for future revenue growth [1][4]. Company Overview - AXT, Inc. is a material science company specializing in the development and manufacturing of high-performance compound and single element semiconductor substrate wafers, including indium phosphide (InP), gallium arsenide (GaAs), and germanium (Ge) [2]. - The company's substrates are essential for applications where traditional silicon substrates do not meet performance requirements, serving markets such as 5G infrastructure, data center connectivity, LED lighting, and satellite solar cells [2]. - AXT's headquarters are located in Fremont, California, with additional operations in Beijing, China, and manufacturing facilities across three locations in China [2]. Financial Performance - In the third quarter of 2025, AXT reported a more than 250% sequential increase in revenues from indium phosphide, driven by heightened demand from global data center applications [4]. - The company is scheduled to release its financial results for the third quarter of 2025 on October 30, 2025, and will host a conference call to discuss these results [5].