Chart Breakout at Siltronic: AI Inference Reaches the Wafers – Launch for a New Growth Phase Starting in 2027?

We are entering the era of AI inference. The focus is now shifting towards the broad application of AI, as well as the run rates of OpenAI, Anthropic, and Perplexity. This primarily drives the demand in the server sector, as data centers require a significantly more powerful and space-intensive hardware infrastructure to execute complex AI tasks. AI-optimized server processors need a considerably larger chip area. For Siltronic , this means: The "content per server" is increasing significantly, thus raising the wafer demand. 2026 as the bottom:...