NuAxiSemiconductor trade intelligence

AXT updates Q4/2025 revenue guidance to $22.5–23.5m

What happened

AXT Inc has lowered its Q4 2025 revenue guidance to $22.5–23.5 million, citing fewer-than-expected export control permits for indium phosphide (InP) being issued by China's Ministry of Commerce. The company manufactures GaAs, InP, and Ge substrates in China, and this permit reduction directly constrains its ability to ship materials. 利多: This is a direct supply disruption for critical compound semiconductor substrates, likely tightening availability and putting upward pressure on prices for InP and related materials.

Impact and signal

High impactImpact score: 78/100

Affected components and suppliers

InP SubstratesGaAs SubstratesGe Substrates

AXT Inc

shortageexport-controlssupply-disruption

Source and time

Source: Semiconductor Today · 1/9/2026 · View original source

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AXT updates Q4/2025 revenue guidance to $22.5–23.5m

What happened

Impact and signal

Affected components and suppliers

Source and time

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