Jenoptik: AI Boom Brings Hope After a Difficult Transition Year!
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A powerful growth driver is forming in the background at Jenoptik : AI. As a key supplier for the semiconductor industry, such as for ASML, Jenoptik directly benefits from the ramp-up in high-performance chips. A current beacon for this sector is the recent $8 billion order from SK Hynix. Since HBM chips require highly complex lithography processes, where Jenoptik's precision optics are indispensable, the company acts as a "shovel seller” in the AI gold rush. Margin Optimism: The Turnaround in 2026 After a transition year in which the EBITDA...
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