Report
Stephane Houri

Aixtron SE : Quand les étoiles s’alignent…

>2 opportunités se matérialisent : le power (SIC/GaN) et l’optoélectronique - Récemment, Aixtron a annoncé la fourniture de systèmes pour la fabrication de puces en carbure de silicium pour Bosch et EpiWorld (Chine), principalement à destination des marchés de l’automobile hybride ou électrique. Ces annonces, même si elles n’ont pas été chiffrées, signent l’arrivée de nouveaux entrants sur le marché du SIC, mais soulignent aussi les gains de PdM d’Aixtron (au-delà de...
Underlying
AIXTRON SE

Aixtron is a provider of deposition equipment to the semiconductor industry. Co.'s technology solutions are used by customers to build components for electronic and opto-electronic applications based on compound, silicon, or organic semiconductor materials. The components are used in displays, signaling, lighting, fiber optic communication systems, wireless and mobile telephony applications, optical and electronic storage devices, computing, as well and other technologies. Co. supplies to customers both full production-scale chemical vapor deposition systems and small scale systems for research and development use.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Stephane Houri

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