Aixtron SE : What impact for Aixtron of Infineon’s transition to GaN 300mm?
>Transition to GaN 300mm for Infineon, a limited impact for Aixtron, in our view - In a press release yesterday (link), Infineon indicated that it has successfully developed the first GaN 300mm wafer on the pilot line at its Villach factory. As a reminder, the GaN industry is currently mainly based on 200mm wafers. The shift from 200mm to 300mm aims to integrate 2.25x more chips on the wafer, thus reducing GaN manufacturing costs. Aixtron's share price lost up to 10% ...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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