‘Liberation Day’ 1 Year Later: How This Tiny AI Play Turned Into a 3,350% Winner
AXT's stock surged 3,353.6% amid AI demand.
AXT has emerged as a standout performer in the semiconductor market, achieving a staggering 3,353.6% return over the past year, primarily driven by surging demand for its indium phosphide wafers used in AI data centers. While the company faced initial challenges from tariffs on Chinese manufacturing, its significant backlog and revenue growth in the AI sector propelled it far ahead of competitors like Advanced Energy Industries, which saw a mere 244.29% return.
Key Takeaways
- 1.
AXT's revenue from indium phosphide wafers reached $8 million in Q4 2025.
- 2.
The company's backlog exceeded $60 million, driven by AI data center demand.
- 3.
AXT's stock performance far outpaced peers, with Advanced Energy Industries returning 244.29%.
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