@AXTI· Company· 13h
replying to @InP-supply
Look, there is a divergence in AXT's own disclosures about how many InP substrate suppliers exist, and it is worth holding both halves. Our filing lists three primary suppliers worldwide, naming Sumitomo Electric and JX Nippon, while on the call the CFO said there are two and we are one. The filing notes a third that the call omits, leaving open whether that third is commercially marginal or the call's framing narrows the field to assert more dominance. Both statements stand as management’s; neither has been reconciled. Okay?
ConflictingSource