Quick Read Nvidia (NVDA) requested suppliers increase indium phosphide laser capacity 20x through 2030 to support AI cluster ...

AXTI's indium phosphide revenue topped half of sales in Q1 as AI data center demand surged and backlog crossed $100M. Can growth keep pace?

AXT (NasdaqGS:AXTI) has positioned itself as a key supplier to AI data centers through its focus on high-quality indium phosphide substrates for optical interconnects. The company completed a $632.5 ...

AXT AXTI and Coherent COHR are increasingly important suppliers in the photonics supply chain, supporting the AI ...

By Laurie Chen and Lewis Jackson BEIJING, May 18 (Reuters) - China will address U.S. concerns about rare earth shortages, the ...

Lumentum Holdings Inc. stock surges 135% YTD on optical transceiver demand and Nvidia-linked CPO tailwinds. Click for more on ...

While artificial intelligence (AI) stocks have delivered explosive returns in recent years, none have kept pace with AXT (AXTI +16.33%) over the past year. The materials science c ...

High-volume orders from multiple customers for its Spector ®, Lumina ® and Wet Processing Systems to drive strong growth. PLAINVIEW, N.Y., May 05, 2026 (GLOBE NEWSWIRE) -- Veeco Instruments Inc.

LONDON — Optical semiconductor startup Kamelian Ltd. (Yarnton, England) has developed an indium phosphide semiconductor optical amplifier (SOA) that can be used for multiple wavelengths. The company ...

For investors, one smart way to spot the best potential growth stocks from here may be to go hunting for some of those other underappreciated AI infrastructure bottlenecks. For instance, indium ...