Key Points – Aixtron is betting on AI-driven optoelectronics demand to offset weakness in silicon carbide power electronics, with management saying data center buildouts are boosting demand for optical connections and could lift optoelectronics revenue sharply this year. – The…
mpany said its silicon carbide business remains in a downturn, with a meaningful recovery unlikely until customer utilization improves, though Aixtron sees a later rebound as EV-related demand normalizes. – Aixtron also highlighted new upside from AI data center power delivery, including a possible shift to 800-volt HVDC architectures that could create additional tool demand and add a sizable revenue opportunity by 2028-2029. Aixtron (ETR:AIXA) is positioning a sharp recovery in optoelectronics demand, driven by artificial intelligence data center investment, as the main offset to continued weakness in silicon carbide power electronics, Vice President of Investor Relations and Corporate Communications Christian Ludwig said at the Industrial Technology Conference hosted by mwb research
Ludwig described Aixtron as a German company founded more than 40 years ago as a spin-off from RWTH Aachen. The company now has more than 1,100 employees and operates in nine countries. Its core business is deposition systems used at the beginning of semiconductor manufacturing to apply thin layers of material to wafers. “Our USP is to be as defectless as possible to begin the whole wafer-making process,” Ludwig said, noting that defects introduced early can make the overall chip production process more expensive for customers.
Aixtron Highlights Market Positions Across Compound Semiconductors Ludwig said Aixtron focuses on compound semiconductors rather than the broader silicon-based semiconductor market. The company serves four main end markets, grouped by material system: silicon carbide, gallium nitride, optoelectronics and LED/MicroLED. The company’s major tool platforms include a dedicated silicon…