$AXT Inc(AXTI)$ $AXT Inc(AXTI)$ All three, $Lumentum(LITE)$ , $COHERENT(COHR)$ , and $Applied Optoelectronics(AAOI)$ , own their own foundries, achieving vertical integration of discrete InP electro-absorption modulated lasers or continuous-wave InP laser arrays to feed a silicon photonics engine. To fulfill this process, they need to purchase blank InP substrate wafers from AXTI.
And the physical number of laser chips or array sizes from $SIVERS SEMICONDUCTORS AB(SIVEF)$ must scale up to deliver the necessary optical power and channels.
The entire optical industry can't bypass AXTI.
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.
