Aixtron SE : Une vision encore plus positive sur 2023 et à moyen/long terme
>Opinion Surperformance, OC relevé à 42 € (vs 40 €) - Le titre était en hausse de 13% hier suite à une guidance 2023 très solide (CA et commandes), dans un contexte d’inquiétude sur un possible décalage d’une partie du revenu MicroLED vers 2024 (son client ams anticipant des revenus ‘significatifs’ en 2025 vs un marché qui tablait sur 2024). Or il apparait que la dynamique sur le SiC (forte demande + gains de PdM) et le GaN (pénétration de nouveaux marchés) devrait pl...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.