My confidence is growing - doubling potential in the next GaN investment cycle!

The American chip equipment manufacturers LAM Research, Applied Materials, and ASML in Europe are in a new upswing. I also expect Aixtron to experience a new dynamic in order intake by the end of 2026, which could enable the stock to double in value over a two-year horizon. The two drivers are investments in new SiC capacities due to the transition to 800-V batteries in electric vehicles, as well as increased spending on GaN chip production driven by new architectures for the power supply of AI data centers. The data center sector, in particular,...