NuAxiSemiconductor trade intelligence
Aixtron shipment pushouts in Q3 to lead to record revenue in Q4
What happened
Aixtron reported 13% YoY revenue growth to €279.9M for the first nine months of 2022, with equipment sales comprising 78% of the total. The company attributes a Q3 revenue dip to shipment pushouts, which are expected to convert into record revenue in Q4, indicating strong deferred demand. Bullish: The shipment pushouts signal robust backlog and pent-up demand for deposition equipment, which is likely to support pricing and lead times for Aixtron's products in the near term.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
MOCVDDeposition Equipment
Aixtron SE
revenue-guidancedemand-surgeequipment
Source and time
Source: Semiconductor Today · 11/7/2022 · View original source
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