Key Points – Optoelectronics drove Aixtron’s Q2 momentum: Orders reached €215 million, with optoelectronics accounting for 75% as AI data centers accelerate adoption of 800G and future 1.6T optical connectivity.
Management expects strong demand through late 2026 and into 2027. – Q2 revenue rose to €115 million from €59 million in Q1, while EBIT returned to a €15 million profit and free cash flow reached €114 million
Aixtron reaffirmed its 2026 revenue outlook of €560 million, plus or minus €30 million. – Recovery remains uneven: Silicon carbide, gallium nitride power electronics, and LED/Micro LED markets are still cautious, while Aixtron begins construction of a new Malaysia facility to expand manufacturing capacity. Aixtron (ETR:AIXA) reported a sharp increase in second-quarter revenue and orders as demand for optoelectronics equipment used in AI data-center applications accelerated, while power electronics and LED markets remained in more gradual recovery phases. Chief Executive Officer Dr.
Felix Grawert said the company received €215 million in new orders during the second quarter, with optoelectronics accounting for the majority of demand. Revenue reached €115 million, up from €59 million in the first quarter and in line with the company’s quarterly outlook, though down 16% from the prior-year period. “Optoelectronics remains very dynamic and is currently the clear growth driver for AIXTRON,” Grawert said, pointing to demand for high-speed optical connectivity in artificial-intelligence data centers. Optoelectronics Drives Order Momentum Optoelectronics represented 75% of equipment orders in the second quarter, according to Grawert.