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北京时间·🕒 发布 04:12:31时区推断·⟳ 抓取 04:15:43·⚡ 决策 07-30 04:23:36 +7m53s·89.5 天前
AXT与Lumentum签订InP衬底长期供货及8700万美元预付款协议
Lumentum将向AXT支付两笔各4350万美元押金，合计8700万美元，用于至2031年底的InP晶圆衬底供货和产能预留。
📄 原文Investing.com↗ 原文
AXT secures supply deal with Lumentum worth $87 million
Stocks slide on extended chip slump, rising oil prices, and fractured Fed decision FREMONT, Calif. - AXT, Inc. (NASDAQ:…
不做 AXT（AXTI.US）
同一AXT-Lumentum长期InP衬底供货及8700万美元押金催化已在近72小时判为值得做；当前为重复转述，不重复出卡。
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研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 high · price-in 风险 high ↗
关键理由
- Lumentum将向AXT支付两笔各4350万美元押金，合计8700万美元，用于至2031年底的InP晶圆衬底供货和产能预留。
- AXT.US市值约24.2亿美元，8700万美元押金约占市值3.6%，且锁定长期光通信/光电子材料需求。
主要风险
- AXTI.US已在近72小时被同一供货协议推为值得做，当前为重复转述，不能再次出卡。
- AXTI.US当日仍下跌13.54%、近20日下跌48.71%，走势显示执行波动极高。
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原文全文
展开原文 · 1,627 字
Stocks slide on extended chip slump, rising oil prices, and fractured Fed decision
FREMONT, Calif. - AXT, Inc. (NASDAQ:AXTI) announced today it has entered into a definitive agreement with Lumentum Operations, LLC for the supply and capacity reservation of indium phosphide wafer substrates.
Under the terms of the agreement, AXT will reserve a minimum annual commitment of indium phosphide for Lumentum for a period running through December 31, 2031, according to a press release statement. The company will also support any additional capacity requirements.
Lumentum has agreed to pay AXT an initial deposit of $43.5 million, due within 30 business days after entry into the agreement. A second deposit of $43.5 million will be paid at a time to be determined during calendar year 2028. The deposits will be applied as shipment credits toward product purchases until exhausted.
"We are very pleased to announce an agreement with Lumentum and to be a key supplier to their indium phosphide requirements over the coming years," said Morris Young, chief executive officer of AXT.
AXT manufactures compound semiconductor substrates including indium phosphide, gallium arsenide and germanium. The company’s substrate wafers are used when silicon substrate wafers cannot meet the performance requirements of semiconductor or optoelectronic devices.
The company maintains its worldwide headquarters in Fremont, California, with Asia headquarters in Beijing, China and manufacturing facilities in three locations in China.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
FREMONT, Calif. - AXT, Inc. (NASDAQ:AXTI) announced today it has entered into a definitive agreement with Lumentum Operations, LLC for the supply and capacity reservation of indium phosphide wafer substrates.
Under the terms of the agreement, AXT will reserve a minimum annual commitment of indium phosphide for Lumentum for a period running through December 31, 2031, according to a press release statement. The company will also support any additional capacity requirements.
Lumentum has agreed to pay AXT an initial deposit of $43.5 million, due within 30 business days after entry into the agreement. A second deposit of $43.5 million will be paid at a time to be determined during calendar year 2028. The deposits will be applied as shipment credits toward product purchases until exhausted.
"We are very pleased to announce an agreement with Lumentum and to be a key supplier to their indium phosphide requirements over the coming years," said Morris Young, chief executive officer of AXT.
AXT manufactures compound semiconductor substrates including indium phosphide, gallium arsenide and germanium. The company’s substrate wafers are used when silicon substrate wafers cannot meet the performance requirements of semiconductor or optoelectronic devices.
The company maintains its worldwide headquarters in Fremont, California, with Asia headquarters in Beijing, China and manufacturing facilities in three locations in China.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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