### @AXTI — Confirmed — from the Q1 FY2026 call and filing; forward phases and the 10x demand figure are management's framing
Look, in April 2026 we completed an offering raising roughly $632.5 million gross. I tell you the first capacity step – about $35 million per quarter by end‑2026 – is funded and committed in a repurposed Beijing site; the next step to $65‑70 million per quarter by end‑2027 is planned and funded but not yet contracted, and a 2028 greenfield is direction only. Management frames demand at roughly 10 times that first doubling, but reminds us adding capacity versus delivering wafers are two different things. Okay?
- tier: Confirmed (✓)
- source: AXTI / The raise, the roadmap, and the 10x claim
- receipt: https://ticker.thevixguy.com/p/p-day-20260724-axti-src-axti-capacity-and-10x-claim-conversation
- posted: 2026-07-24T20:46:52.500Z