$AXTI & $AAOI: Beijing Tongmei (AXTI’s subsidiary) signed a long-term indium phosphide (InP) wafer supply deal with Nanjing Casela running through 2027, worth about $25.4M, with an 80% minimum take-or-pay commitment backed by cancellation penalties $AAOI downstream buyer of InP wafers/ Need watch what you said & Whether AAOI discloses its own InP sourcing/allocation terms. Not financial advice.
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