NuAxiSemiconductor trade intelligence
Aixtron’s Q2 revenue up 51% year-on-year, driven by demand from SiC and GaN power electronics
What happened
Aixtron reported H1 2022 revenue of €191.1M, a 63% year-on-year increase, driven by strong demand for its deposition equipment from the SiC and GaN power electronics markets. This indicates robust capital expenditure (capex) by chipmakers in the wide-bandgap semiconductor sector. Bullish: This signals sustained high demand for power electronics manufacturing equipment, potentially tightening supply for downstream components like SiC/GaN wafers and devices.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
SiC Power DevicesGaN Power Devices
Aixtron SE
earnings-beatcapex-increaseequipment-demand
Source and time
Source: Semiconductor Today · 8/1/2022 · View original source
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