Aixtron experiences a rocket launch with +23%. Oddo BHF spoke with management and confirms the GaN story starting in 2027!
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Aixtron (WKN A0WMPJ) celebrates an excellent debut in the TraderFox model portfolio, as the stock has risen by 23% since the purchase in early June. We are betting on this new AI winner because the enormous power consumption of future AI data centers necessitates a stronger focus on energy efficiency. For example, Infineon and NVIDIA are working on a new 800-V power supply architecture. This new system architecture significantly improves energy-efficient power distribution in the data center and allows for power conversion directly at the AI chip....
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