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Aixtron’s Q4 revenue grows to record €214.2m, aiding full-year growth of 36%

What happened

Aixtron reported record Q4 2023 revenue of €214.2m, a 30% sequential increase and 17% year-over-year growth, contributing to full-year growth of 36%. This surge is driven by strong demand for its deposition equipment, particularly for power electronics and compound semiconductors. Bullish: This signals robust end-market demand and high capital expenditure by chipmakers, which may tighten equipment lead times and support pricing.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

GaN/SiC Deposition EquipmentMOCVD
Aixtron SE
earnings-beatdemand-surgecapex

Source and time

Source: Semiconductor Today · 3/8/2024 · View original source

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