Siltronic: Why the stock has a 35% potential according to Jefferies! The profit potential from the last cycle would lower the P/E ratio to 5.7!

Meanwhile, the wafer manufacturer Siltronic is being highlighted again as a beneficiary of AI investments. The company supplies the basis for chips for servers, PCs, and smartphones with its silicon wafers. In Germany and Singapore, it has modern 300mm production facilities. The demand for 300mm wafers is currently growing by about 6% and is a driver of this trend. In the end markets, smartphones account for 22%, PCs for 14%, and servers for 15% of the wafer demand. Thus, Siltronic is a winner as the demand for AI smartphones and PCs rises alongside...