Very positive comments for $AXTI -
Lumentum’s CEO says a severe and worsening InP shortage now exceeds the constraints in DRAM and NAND.
$AXTI just signed on with $LITE recently
trendforce.com/news/2026/08/…
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[News] InP Shortage Emerges as AI Optical Interconnect Bottleneck
Lumentum CEO Michael Hurlston has warned that the supply-demand gap for indium phosphide (InP) has now surpassed that of DRAM and NAND, making it one ...
trendforce.com