Congratulations to Taiwan’s @compoundsemi & @PurdueEngineers @LifeAtPurdue @PurdueResFound on an exciting new joint venture to to accelerate the commercialisation Silicon Carbide (SiC) technology compoundsemiconductor.net/ar… #semiconductors #Purdue

$AXTI is a specialized manufacturer of compound semiconductor substrates (InP, GaAs); InP substrates are widely used in high-speed optical modules for AI data centers. Recent performance: Q1 2026 results exceeded expectations, with a surge in InP demand driving a 38.7% revenue increase and a significant recovery in gross margins; the stock price has risen sharply alongside the AI ​​optics sector. Future Outlook: Growth is driven primarily by the volume ramp-up of AI optical modules and the expansion of 6-inch InP production capacity, with management expressing strong confidence. The outlook remains positive regarding the increasing penetration of compound semiconductors in AI applications; successful execution points to continued upside potential. AXTI #IndiumPhosphide #CompoundSemi #AIOptics #DataCenterOptics #SemiconductorMaterials

$LITE leads the rally, $AXTI surges significantly, $VECO follows with strong gains, and $CIEN rises in tandem. Bullish rationale: The upgrade cycle for 800G/1.6T optical modules has begun, with severe shortages of key materials such as InP; capacity expansion and order backlogs jointly support high growth expectations. Synergy Market Sentiment (Peak): The invisible, light-speed neural network is underpinning the future of AI—$LITE and $AXTI stand at the forefront of the photonics revolution! Infrastructure capital is quietly awakening and aggressively positioning itself. #LITE #AXTI #Photonics #OpticalModules #AIInfra #CompoundSemi #DataCenterOptics

$AXTI Sets Record for InP Substrate Backlog; Solid Foundation for AI Optical Interconnect Key Event: $AXTI’s indium phosphide (InP) order backlog hits an all-time high; substantial funding accelerates capacity expansion. Bullish Rationale: The upgrade cycle for 800G/1.6T optical modules has begun; severe upstream InP shortages are driving both $AXTI’s pricing power and gross margins higher. Conclusion Market Sentiment (Climax): Invisible yet indispensable—$AXTI underpins AI’s high-speed neural network! Infrastructure capital is quietly awakening, positioning itself for hidden champions. Risk Warning: Close attention must be paid to production expansion execution and geopolitical risks; monitoring quarterly progress is recommended. #AXTI #InP #Photonics #OpticalModules #AIInfra #CompoundSemi #DataCenter

How does SiC substrate thickness impact cost, scalability and performance? Explore our latest research in @CompoundSemi and join us at #ICSCRM2025 Sept 14–19 in Busan, South Korea for deeper insights. 🔗 bit.ly/42gtEqG

Meet nextnano in Brussels: I am attending Compound Semiconductors International next week. @compoundsemi #csinternational #picinternational #peinternational @pic_magazine @powerelecworld

@ATREGINC’s Q4 2024 NEWSLETTER IS OUT!👉 lnkd.in/eQPHMvc8☑️ Risk of SiC oversupply in 2025? ☑️ Operational 200mm fabs available for sale in Europe and USA ☑️ Q&A with Jon Herlocker, CEO of @TignisInc. #manufacturing #semiconductors #ArtificialIntelligence #compoundsemi

Tune into a new @compoundsemi interview with Bruce Bolliger, E6’s Head of Business Development for North America, and find out the latest, cutting-edge applications of synthetic diamonds 💎 in next-gen technologies!

Good discussion underway at ‘Scale in Wales’ from @TramshedTech @WelshGovernment and @AdvocatesTech at The Shard for @LDNTechWeek - @UKTechAdv @GlobalTechAdv @TechLondonAdv @WalesTechWeek @WalesFintech @compoundsemi #WheresRuss #8

Wales was out in force this week at the @compoundsemi #CSMagazine Conference in Brussels. Co-chaired by the head of our #Compound #Semiconductor Cluster @CSconnected, the conference brought together leading companies & academics in this growing sector. #CSInternational

Join Dr. Kevin Speer at @powerelecworld peinternational.net/ & @compoundsemi csinternational.net/ this week in Brussels. His presentations will focus on the impact of #SiC power packaging how high-voltage SiC enables an omnidirectional grid for a more sustainable world.

📍 Join Mario Saggio, ST Company Fellow, at #CSinternational Conference in Brussels. Discover ST's insights on how #SiC technology is shaping the future of power electronics. See you there tomorrow. All the info here ➡️ spkl.io/60114FmrW @compoundsemi

Join Dr. Kevin Speer at @powerelecworld peinternational.net/ & @compoundsemi csinternational.net/ next week in Brussels. His presentations will focus on the impact of #SiC power packaging how high-voltage SiC enables an omnidirectional grid for a more sustainable world.

Join Dr. Kevin Speer at @powerelecworld peinternational.net/ & @compoundsemi csinternational.net/ next week in Brussels. His presentations will focus on the impact of #SiC power packaging how high-voltage SiC enables an omnidirectional grid for a more sustainable world.

Curiously, the @argonne story gets the estimated energy efficiency improvement incorrectly (50%)... it really could be 50x! Which the @compoundsemi story (linked above) gets right. All thanks to low leakage and potential for 3D stacking of 2D materials. anl.gov/article/us-departmen…

UK-Taiwan semiconductor collaboration in action coordinated by @SemiImpact and @TLA_Taiwan hosted at @irwinmitchell - @TechLondonAdv @UKTechAdv @GlobalTechAdv @techUK @TechworksHub @compoundsemi @ChannelSwimSue @SciTechgovuk @biztradegovuk @HMTCAsiaPacific

GaN Systems and ACEpower, a Chinese #EV #charging product design and manufacturer, are working together to accelerate the adoption of #GaN technology in the Chinese #electricvehicle market. Read more in @compoundsemi: ow.ly/lSLM50PyVwW

We are happy to see GEECI featured in the @compoundsemi magazine in relation to @OxInst Plasma Technology shipments to its GaN fab. Read the complete article here: lnkd.in/gR6rRb7Y #galliumnitride #fab #semiconductormanufacturing #india #partnerships #meity #iisc

Thank you to @compoundsemi for the great article on the opening of the Translational Research Hub compoundsemiconductor.net/ar…

Chip-shape? Assessing the UK’s long-awaited semiconductor strategy uktech.news/guest-posts/chip… via @uktnofficial @TechLondonAdv @GlobalTechAdv @techUK @TechworksHub @compoundsemi @AdvocatesTech @TechScotlandAdv @TechNorthAdv @TechSWEAdv @TechBelfastAdv