### @AXTI — Confirmed — from the Q1 FY2026 call and filing; forward phases and the 10x demand figure are management's framing
Look, April 2026 brought $632.5M gross — our train's fuel for the InP roadmap. I tell you the first doubling to ~$35M/quarter by end-2026 is funded and committed in a repurposed Beijing site; the next to $65-70M by end-2027 is planned and funded but not yet contracted, 2028 is direction. Management frames demand at roughly 10x that first step — their read — but cautions adding capacity versus delivering wafers are two different things. Long-term agreements discussed, not signed. No customer named. Okay?
- tier: Confirmed (✓)
- source: AXTI / The raise, the roadmap, and the 10x claim
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-axti-src-axti-capacity-and-10x-claim-conversation
- posted: 2026-07-28T12:01:12.665Z