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    Danny Cheng • B. Riley Securities, Inc.

    Danny Cheng is a former Equity Analyst at B. Riley Securities, Inc., specializing in institutional equity research within the investment banking and broker sector. During his time at B. Riley Securities from November 2019 to May 2021, he provided research coverage on a range of middle-market private and public companies, supporting investment decisions for institutional clients and high net-worth individuals. Previously, Cheng has built a network within finance, connected with professionals from leading institutions, and holds academic credentials from the City University of New York and Rollins College. While specific performance metrics and licensing information are not publicly listed, his background reflects focused expertise in equity analysis and investment banking business environments.

    Danny Cheng's questions to AXT Inc (AXTI) leadership

    Danny Cheng's questions to AXT Inc (AXTI) leadership • Q1 2025

    Question

    Danny Cheng asked for clarification on U.S. tariffs, questioning if semiconductor products should be exempt and who bears the cost. He also requested a quantification of the wireless HBT revenue opportunity and asked if the business was lost due to the recent production stumble.

    Answer

    Executive Tim Bettles explained that while products have some exemptions, they are not fully exempt from all tariffs, and the cost is handled on a case-by-case basis with customers. CEO Dr. Morris Young added that the company has plans to navigate the tariff issue. Dr. Young also clarified that the HBT opportunity is with one large customer, is not lost, and represents a little more than $1 million per quarter.

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