---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43095290.md"
description: "$AXT(AXTI.US): "We're seeing high demand from the industry migration to 800G and 1.6 T transceivers modules for which any phosphate based lasers and detectors are essential for higher performance optical links. Longer term hyperscalers are advancing towards near packaged and co-packaged optics, which will continue to drive increasing demand for our material overall.""
datetime: "2026-07-30T20:46:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43095290.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43095290.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43095290.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
---

# $AXT(AXTI.US): "We're seeing high demand from …


### Related Stocks

- [AXTI.US](https://longbridge.com/en/quote/AXTI.US.md)