Added to YB: 2026-03-06
Pitch date: 2026-03-04
AIXA.DE [bullish]
AIXTRON SE
+45.53%
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 30.42
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
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.
Read full article (1 min)