Silicon carbide and gallium nitride power electronics applications grow to 83% of Aixtron’s first-half revenue

What happened

Aixtron reported Q2 2023 revenue of €173.5m, more than doubling from the prior quarter, driven by SiC and GaN power electronics applications now comprising 83% of its H1 revenue. This surge reflects intense capital expenditure by power semiconductor manufacturers to expand capacity for these next-generation materials. Bullish: This signals sustained, strong demand for SiC/GaN wafer fab equipment, a leading indicator for future power device supply and positive for related material and component pricing.

Impact and signal

Affected components and suppliers

Source and time

Source: Semiconductor Today · 8/4/2023 · View original source