Tag Archives: Indium Phosphide

Futuristic trading floor with red and green candlestick charts representing AAOI stock volatility

AAOI Stock: The 800G Capacity Ramp Against the Dilution Bill

Photonics

AAOI Stock: The 800G Capacity Ramp Against the Dilution Bill Applied Optoelectronics (NASDAQ: AAOI) is one of the very few American companies that can make an optical transceiver and the laser chip inside it under the same roof. In an AI buildout where the biggest bottleneck has quietly moved from GPUs to the optics that…

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Trading floor screens showing a semiconductor substrate stock surging on AI optical demand

AXT (AXTI): The Indium Phosphide Bottleneck Behind AI Optics

AI Chips, Featured, Photonics

AXT (AXTI): The Indium Phosphide Bottleneck Behind AI Optics Every few quarters the AI buildout finds a new component it cannot get enough of. In 2024 it was high bandwidth memory. In 2025 it was advanced packaging. In 2026 the constraint moved somewhere far less visible: the crystal wafer that high speed laser chips are…

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