{"schema_version":"secwatch.filing_event.v1","accession":"0001437749-26-024883","form_type":"8-K","ticker":"AXTI","cik":"0001051627","company_name":"AXT INC","filed_at":"2026-07-29T20:17:53+00:00","discovered_at":"2026-07-29T20:19:00.422840+00:00","generated_at":"2026-07-29T20:19:15.096856+00:00","sec_items":["1.01","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AXT signs long-term InP supply agreement with Lumentum; receives $87M in deposits","bullets":["6-year capacity reservation agreement for indium phosphide wafer substrates through Dec 31, 2031.","Lumentum to pay AXT $43.5M initial deposit within 30 business days and a second $43.5M deposit in 2028.","Deposits applied as shipment credits; Lumentum must meet annual purchase commitments or pay shortfall.","AXT must deliver minimum annual capacity; failure to cure breach triggers refund of unapplied deposits.","Agreement may be renewed for additional one-year periods; modifications require written consent."],"urls":{"canonical":"https://secwatch.observer/filing/0001437749-26-024883","json":"https://secwatch.observer/filing/0001437749-26-024883.json","markdown":"https://secwatch.observer/filing/0001437749-26-024883.md","text":"https://secwatch.observer/filing/0001437749-26-024883.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1051627/000143774926024883/0001437749-26-024883-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1051627/000143774926024883/axti20260715_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-29T20:19:15.096856+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}