{"filing":{"accession_number":"0001437749-26-024883","cik":"0001051627","ticker":"AXTI","company_name":"AXT INC","form":"8-K","filing_date":"2026-07-29","report_date":"2026-07-26","primary_document":"axti20260715_8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1051627/000143774926024883/axti20260715_8k.htm"},"events":[{"id":21854,"run_id":19721,"accession_number":"0001437749-26-024883","anchor_item_number":"1.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"summary":"AXT entered into a definitive Capacity Reservation Agreement with Lumentum on July 26, 2026, securing a six-year supply commitment for indium phosphide wafer substrates with two deposits totaling $87 million. While this is a supply/capacity agreement rather than a traditional M\u0026A transaction, it represents a material long-term commercial arrangement that would significantly affect investor assessment of AXT's revenue visibility and strategic positioning. The substantial upfront deposits ($43.5M due within 30 days) and multi-year commitment structure make this a material definitive agreement under Item 1.01.","company_name":"AXT INC","ticker":"AXTI","filing_date":"2026-07-29","form":"8-K","submitted_at":null,"items":[{"id":21601,"accession_number":"0001437749-26-024883","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"AXT entered into a definitive Capacity Reservation Agreement with Lumentum on July 26, 2026, securing a six-year supply commitment for indium phosphide wafer substrates with two deposits totaling $87 million. While this is a supply/capacity agreement rather than a traditional M\u0026A transaction, it represents a material long-term commercial arrangement that would significantly affect investor assessment of AXT's revenue visibility and strategic positioning. The substantial upfront deposits ($43.5M due within 30 days) and multi-year commitment structure make this a material definitive agreement under Item 1.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-30T02:18:51.075358+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":21601,"accession_number":"0001437749-26-024883","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"AXT entered into a definitive Capacity Reservation Agreement with Lumentum on July 26, 2026, securing a six-year supply commitment for indium phosphide wafer substrates with two deposits totaling $87 million. While this is a supply/capacity agreement rather than a traditional M\u0026A transaction, it represents a material long-term commercial arrangement that would significantly affect investor assessment of AXT's revenue visibility and strategic positioning. The substantial upfront deposits ($43.5M due within 30 days) and multi-year commitment structure make this a material definitive agreement under Item 1.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-07-30T02:18:51.075358+00:00","company_name":"AXT INC","ticker":"AXTI","filing_date":"2026-07-29"}]}