{"filing":{"accession_number":"0001437749-26-022557","cik":"0001051627","ticker":"AXTI","company_name":"AXT INC","form":"8-K","filing_date":"2026-07-02","report_date":null,"primary_document":"axti20260630_8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1051627/000143774926022557/axti20260630_8k.htm"},"events":[{"id":15982,"run_id":14257,"accession_number":"0001437749-26-022557","anchor_item_number":"1.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"summary":"AXT entered into a Master Development and Supply Agreement with Coherent Corp establishing a three-year supply relationship for 6-inch InP wafer substrates, with AXT committing to increase manufacturing capacity and Coherent prepaying $22.3 million. While this is a supply contract rather than a traditional M\u0026A transaction, the material scale (multi-year commitment, significant prepayment, capacity expansion obligation) and strategic nature of the arrangement—establishing a major customer relationship with binding capacity commitments—align with the materiality threshold for entry into a material definitive agreement under Item 1.01.","company_name":"AXT INC","ticker":"AXTI","filing_date":"2026-07-02","form":"8-K","submitted_at":null,"items":[{"id":13918,"accession_number":"0001437749-26-022557","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"AXT entered into a Master Development and Supply Agreement with Coherent Corp establishing a three-year supply relationship for 6-inch InP wafer substrates, with AXT committing to increase manufacturing capacity and Coherent prepaying $22.3 million. While this is a supply contract rather than a traditional M\u0026A transaction, the material scale (multi-year commitment, significant prepayment, capacity expansion obligation) and strategic nature of the arrangement—establishing a major customer relationship with binding capacity commitments—align with the materiality threshold for entry into a material definitive agreement under Item 1.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-02T21:04:44.806963+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":13918,"accession_number":"0001437749-26-022557","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"AXT entered into a Master Development and Supply Agreement with Coherent Corp establishing a three-year supply relationship for 6-inch InP wafer substrates, with AXT committing to increase manufacturing capacity and Coherent prepaying $22.3 million. While this is a supply contract rather than a traditional M\u0026A transaction, the material scale (multi-year commitment, significant prepayment, capacity expansion obligation) and strategic nature of the arrangement—establishing a major customer relationship with binding capacity commitments—align with the materiality threshold for entry into a material definitive agreement under Item 1.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-02T21:04:44.806963+00:00","company_name":"AXT INC","ticker":"AXTI","filing_date":"2026-07-02"}]}