Aixtron: Infineon and NVIDIA are Planning the Next Generation of Power Supply for AI Data Centers. A new AI Beneficiary is Emerging!

Aixtron (WKN A0WMPJ) is the market leader with a market share of around 90% in epitaxy tools. The demand for GaN-based power semiconductors is expected to increase in the coming years, as the age of AI must also align with a significant increase in energy efficiency due to rising power consumption. Aixtron's systems enable the growth of ultra-thin, single-crystal layers of semiconductor materials on wafers. One of Aixtron's key products for the GaN sector is the G10-GaN system. This product is designed for the high-efficiency epitaxy of GaN for...