Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Aixtron SE : Comment interprétons-nous pour Aixtron la transition d’Infineon vers le GaN 300mm ?

>Transition vers le GaN 300mm pour Infineon, un impact limité pour Aixtron - Via un CP (lien), Infineon a indiqué hier avoir réussi à développer le premier wafer GaN en 300mm sur une ligne pilote de son usine de Villach. Pour rappel, l’industrie du GaN s’appuie aujourd’hui essentiellement sur des wafers d’une taille de 200mm. Le passage du 200mm vers le 300mm vise à intégrer 2,25x plus de puces sur le wafer, réduisant les coûts de fabrication du GaN. Suite à ce commun...
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
Martin Marandon-Carlhian

Stephane Houri

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