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AIXTRON: US semiconductor company fuels demand for SiC systems
AIXTRON Stock Overview: Learn more about the latest developments and rumors surrounding demand for SiC manufacturing equipment. Stay informed! #AIXTRON #SiC #chip industry #stock market
AIXTRON: US semiconductor company fuels demand for SiC systems
The plant manufacturer AIXTRON is reacting to speculation about weaker business with silicon carbide (SiC) production systems. In the third and fourth quarters of 2023, the US semiconductor company Wolfspeed received several orders for the G10 SiC system to expand the production of 200 mm SiC wafers. These developments come amid concerns about possible slowing demand weighing on AIXTRON shares. A recent study by Exane BNP Paribas analyst Martin Jungfleisch reinforced existing concerns.
Jungfleisch explained that last year likely marked the peak of SiC fab shipments as electronic chip makers switched from 150mm to 200mm wafers. Because of this change, manufacturers may initially rely on single wafer systems rather than batch systems for mass production. However, AIXTRON, a specialist in such systems, does not expect any loss of market share among existing customers and is even gaining new customers, as a company spokeswoman emphasized.
Current developments caused AIXTRON shares to rise on Thursday, somewhat cushioning recent losses. This can be attributed to the company's clear positioning in terms of orders in the second half of the previous year. With positive feedback from Wolfspeed and customer ON Semiconductor as well as the upcoming publication of the business figures for the first quarter at the end of April, AIXTRON is looking optimistically into the future.
Jefferies analyst Olivia Honychurch interprets Wolfspeed's announcement of new orders as a clear response to recent speculation about possible weak demand. Although the price increase is a relief for some investors who have had AIXTRON shares in their portfolio since the beginning of the year, the shares remain among the weaker ones in the MDAX with a discount of around 41 percent compared to the beginning of the year. But the current development and the upcoming business figures could strengthen confidence in the company.