Report
Stephane Houri

Aixtron SE : When the planets align ...

>Two opportunities materialise: power (SIC/GaN) and optoelectronics - Recently Aixtron announced the supply of systems for the manufacture of silicon carbide wafers for Bosch and EpiWorld (China), mainly aimed at the hybrid and electric automotive markets. These announcements, while no detailed figures are given, signal the arrival of new entrants in the SiC market, but also highlight Aixtron's market share gains (beyond Cree). The acceleration should show through in...
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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