Added to YB: 2025-11-27
Pitch date: 2025-11-25
AIXA.DE [bullish]
AIXTRON SE
-3.13%
current return
Author Info
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Company Info
AIXTRON SE, together with its subsidiaries, provides deposition equipment to the semiconductor industry in Asia, Europe, and the United States.
Market Cap
EUR 1.9B
Pitch Price
EUR 17.41
Price Target
N/A
Dividend
0.88%
EV/EBITDA
13.00
P/E
21.42
EV/Sales
2.99
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aixtron (AIXA Germany): GaN emerges as the lever behind the AI power boom
AIXA.DE (quick overview): 90% GaN MOCVD market share positioned for AI power boom as NVIDIA's 800V Kyber racks drive GaN adoption. GaN offers 10% higher power efficiency vs silicon for 1MW+ AI data centers. Mid-2026 orders expected, $400M+ annual opportunity by 2028. Multi-year re-rating catalyst ahead.
Read full article (2 min)