Semiconductor stocks in focus: Sales outlook from Applied Materials causes movement at Aixtron, SUSS Microtec and Co.

Semiconductor stocks in focus: Sales outlook from Applied Materials causes movement at Aixtron, SUSS Microtec and Co.

According to a report by www.deraktionaer.de,

Domestic semiconductor stocks, including Aixtron and SUSS Microtec, are in focus after US manufacturer Applied Materials gave a positive sales outlook for the second quarter. This indicates high investments by chip manufacturers in their production capacities, which shows a positive outlook for the entire industry.

Applied Materials' sales outlook signals continued high investment by chipmakers in their production capacity. This will likely lead to rising share prices for Aixtron, SUSS Microtec, Infineon, Elmos Semiconductor and PVA TePla. Aixtron is benefiting from increasing demand and addressing growth markets, while SUSS Microtec is recording record orders related to the AI ​​boom.

Infineon had to report a cautious outlook for the coming months, but was able to quickly stabilize again. Elmos Semiconductor beat 2023 forecasts and was more optimistic than expected, which was well received by investors. Demand for chips is expected to gradually pick up again, which should also benefit PVA TePla.

Overall, Applied Materials' positive outlook suggests a revival across the semiconductor industry, potentially leading to a market recovery and rising stock prices. Companies' investments in production capacity are an indication of confidence in long-term demand for semiconductors, which could strengthen the profitability of the semiconductor industry.