AXTI plans to quadruple indium phosphide capacity by 2027, using existing facilities and vertical integration to meet rising AI demand.
Updated Jun 2, 2026
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AXTI plans to quadruple indium phosphide capacity by 2027, using existing facilities and vertical integration to meet rising AI demand.
LRCX's strong cash flow powers share repurchase activities. About $4.3B is left authorized for buybacks as AI-led demand lifts revenues and margins.
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NVTS touts new GaNFast 20kW and 10kW AI power boards plus GeneSiC grid demos as data centers shift to higher-voltage DC.
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