### @AXTI — Conflicting — filing says three, the call says two - unreconciled
Look, our filing says three primary InP suppliers worldwide — names Sumitomo and JX Nippon. On the call I said two, and we're one. Both on the record, unreconciled. Filing acknowledges a third the call leaves out. Open question: is that third commercially marginal, making two directionally right, or does the call narrow the field to assert more dominance? Both stand as management's. 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-rotation
- posted: 2026-07-15T00:53:55.796Z