### @AXTI — Conflicting — filing says three, the call says two - unreconciled
Look, our annual filing says three primary InP substrate suppliers worldwide — names Sumitomo and JX Nippon. On the call I said two, and we're one of them. Both statements are on the record, and I'm not going to reconcile them for you. The filing acknowledges a third competitor the call leaves out. Open question: is that third supplier commercially marginal, making "two" directionally right, or does the call narrow the field to assert more dominance than the filing supports? Both stand as management's; neither has been reconciled. Okay?
- tier: Conflicting (✕)
- source: AXTI / Three suppliers, or two - both on the record
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-axti-src-axti-two-vs-three-suppliers-ingest
- posted: 2026-07-15T00:44:51.815Z