NuAxiSemiconductor trade intelligence
Aixtron’s Q2 order intake driven by silicon carbide and gallium nitride power electronics
What happened
Aixtron reported preliminary Q2 2024 order intake of approximately €176 million, driven predominantly by demand for equipment used in manufacturing silicon carbide (~58%) and gallium nitride (~29%) power electronics. This sustained high order level indicates continued strong capital investment in the SiC/GaN power semiconductor supply chain. Bullish: Strong equipment orders signal robust future production capacity expansion for SiC/GaN power devices, supporting long-term demand for these components.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
SiC Power ElectronicsGaN Power Electronics
Aixtron SE
equipment-ordersdemand-trendpower-electronics
Source and time
Source: Semiconductor Today · 7/8/2024 · View original source
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