AXT Inc (AXTI)

About AXT Inc

AXT Inc is a developer and producer of compound and single element semiconductor substrates, also known as wafers. The dominant substrates used in producing semiconductor chips and other electronic circuits are made from silicon. It is engaged in the design, development, manufacture, and distribution of high-performance compound semiconductor substrates and the sale of materials. The company provides alternative or specialty materials in the form of substrates or wafers, including compound and single-element substrates. Its compound substrates combine indium with phosphorous or gallium with arsenic. Geographically firm has its business presence across the region of Europe, Japan, Taiwan, China, North America, and the Asia Pacific from which China derives its maximum revenue to the company.

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 247 institutions reported holding AXTI, with 45.9 million shares worth $3.3 billion in aggregate. The largest reported holders were BlackRock, Vanguard and Marex Group. Of the 5 largest reported holders, all 5 added shares during the quarter.

More on AXTI

• AXTI sentiment: whether news and social coverage of AXT Inc leans bullish or bearish, and the stories driving it.
• AXTI ownership: all 247 reporting institutions, plus insider and congressional trades.
• AXTI financials: revenue, net income, operating margin and free cash flow by quarter and year.

SentiSense also tracks daily options readings for AXT Inc: IV rank, put/call percentile, 25-delta skew and open-interest walls.

Frequently asked questions