The first place on the new ranking list of Maitong is AXTI. M, a materials science company based in California, mainly engaged in the development and manufacturing of high-performance compounds and single element semiconductor substrates (wafers) The core products are generally InP, GaAs, Ge, which are more suitable for high-speed, high-power, and optoelectronic applications than traditional silicon wafers. They can be understood as "optical communication", such as transmitting messages, watching streaming platforms, playing games, going to the cloud, 5G, satellite communication, etc., which are related to our daily lives. This company is also a leading manufacturer of indium phosphide (InP) substrates worldwide, with a supply of about 40% of the world's total The reasons for the excellent performance of stock prices this year are summarized as follows: http://1.AI Computing power drives the demand for optical communication - AI data centers require extremely high-speed data transmission, and "indium phosphide" is the core material to achieve these high-speed optical transmissions 2. Extremely high order visibility - The company stated that order visibility has reached 2030, and currently there is a backlog of orders exceeding $60 million, reflecting a shortage of supply in the market 3. Financial report exceeds expectations - In fact, at the end of 2025, there was a delay in China's export permits that affected revenue. However, after the resumption of permits in Q1 of this year, the backlog of orders began to be released, driving up growth expectations 4. Expansion Plan: The company plans to double the production capacity of indium phosphide by the end of 2026 to meet the target demand of customers In fact, every time # Maitong launches a new product, the vast majority of them can keep up! Take some time to study the background and development of these companies on your own, and learn from them It's also quite good # US Stock Platform # Maitong launches new # dyor