9月16日，AXT Inc盘中上涨8.58%，报62.65美元/股，成交额1.0亿美元。此前两个交易日该股累计跌幅超11%，本次反弹伴随半导体设备板块整体回暖，泰瑞达涨3.19%，科磊涨1.79%，拉姆研究涨1.63%。
消息面上，磷化铟衬底供需紧缺信号持续强化。美银近期组织AXT管理层沟通会，管理层确认磷化铟衬底仍处于配给制供应，在手积压订单维持1亿美元以上，可见度延伸至2027年；公司InP季度收入已从去年四季度约1800万美元攀升至今年二季度的3070万美元，创历史新高，扩产进度快于原先指引。同日，国内厂商光智科技披露其6英寸磷化铟衬底已获全球头部客户订单，进一步印证下游需求旺盛。据机构测算，当前全球磷化铟衬底年需求约260万至300万片，有效产能仅约75万片，缺口超七成，扩产周期长达18至36个月。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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