From Problem Child to Highflyer?
Aixtron has suffered from temporary weakness in the EV market, but this could be compensated by the massive infrastructure expansion for AI!
AI servers rely on efficient GaN and SiC chips for power conversion, putting Aixtron in the spotlight!
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Currently, the "Semiconductor Equipment & Materials" sector is gaining attention due to its relative strength. Many companies in the peer group are benefiting from the ongoing "AI Infrastructure Supercycle." The major hyperscalers and new players are aggressively expanding their capacities for AI training and inference. This not only requires chips but also massive amounts of new production capacity. While companies like ASML or Lam Research supply the machines to produce the thinking chips (GPUs/CPUs), Aixtron (i.) provides the equipment to...
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