Aixtron SE : An excessive decline given the unchanged outlook in the short, medium and long term
>The recent decline in the share is excessive - Outperform recommendation reiterated - Aixtron's share price has fallen 7% in the space of three days, due to: 1/ restrictions from China on the exporting of gallium and germanium; 2/ rumours of delays to the launch of the Apple Watch using MicroLED, from 2025 to Q1 2026. That said, after a first reassuring reaction from the different players targeted by the new Chinese restrictions (Infineon, Navitas, TSMC) and news on ...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.
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.
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