Added to YB: 2026-03-06
Pitch date: 2026-03-04
AIXA.DE [bullish]
AIXTRON SE
Author Info
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Company Info
AIXTRON SE, together with its subsidiaries, manufactures and sells deposition equipment to the semiconductor industry in Asia, Europe, and the United States.
Market Cap
EUR 3.3B
Pitch Price
N/A
Price Target
N/A
Dividend
0.52%
EV/EBITDA
24.60
P/E
38.21
EV/Sales
5.46
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Walden 3 Research | February Portfolio New Position: AIXTRON SE
AIXA.DE (new position): Near monopoly (>90% share) in MOCVD epitaxy tools for InP wafers, critical for co-packaged optics (CPO) in AI data centers. Every major InP fab (Coherent, Lumentum, SMART, IQE) depends on G10 AsP platform. Nokia bought G10 AsP post-Nvidia $1B investment, confirming supply chain link. Mgmt expects optoelectronics rev to >2x YoY from 2025 to 2026.
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