Aixtron purpose of this thread

was soll man damit? Kann man sich auch sparen.

Heute geht es ja wieder ganz gut  up ... Die Party ist erst vorbei, wenn der letzte Gast
sich ein Taxi bestellt...  

bei einer Aktie im Bestand sind 11 Cent den Buchungsaufwand nicht wert.
OMG  

bis 2026 70% growth per year

http://www.thelec.net/news/articleView.html?idxno=2762  

  Zur Zeit kennt der Kurs offenbar nur ein einzige Richtung, nämlich die in den Keller.

Vertrauen in dieser Situation entsteht, wenn maßgebliche Unternehmsvertreter gerade dann in ihr eigenes Unternehmen investieren. Dies haben in den letzten Tagen immerhin Schindelhauer und gestern noch Dr. Danninger durch deutliche Nachkäufe getan.

Sie sind also von der Zukunft ihres Unternehmens überzeugt - ich übrigens auch!

 

Hi Alex,

stimme Dir voll zu. Ich würde hier sehr stark auf den Tech Sektor (siehe Nasdaq oder Semiconductor SOX Index) verweisen. Die Aussichten für Aix sind stark, das wurde im Q1 call und mit dem AE noch bewiesen. Der Markt will nur zzt nicht. Ist m.E. (hoffentlich!) aber nur eine Frage der Zeit (war sein letztes Wort).

Ich sehe hier klar Kurse zwischen 18 und 24€, basierend auf meinen Schätzungen von 69m und 87m EBIT in 2021 und 22. Wenn es so kommt gebe ich hier gerne digital (als NFT!) einen aus.

Grüße und stark bleiben,
Fel  

Falls nicht gesehen, das waren die Veeco Ergebnisse letzte Woche: https://ir.veeco.com/news-and-events/news-details/...lts/default.aspx

Fast 30% yoy Wachstum im ersten Quartal, dafür aber nur eine "flat" Umsatzguidance für das zweite Quartal. Das sieht bei Aixtron zum Glück besser aus.

Der CC befindet sich hier, den bin ich aber noch nicht durch: https://seekingalpha.com/article/...-results-earnings-call-transcript  

Nachrichtenquelle: dpa-AFX Analysen
13.05.2021, 15:43  

in der  HV morgen wohl gute Nachrichten geliefert werden und der Kurs erneut Fahrt nach oben nehmen wird?
Wer wagt eine Aussage?  

warst du auch online dabei?  

Hier die Rede der HV vom CEO, abzurufen auf der Aixtron website.
https://www.aixtron.com/investoren/events/...orstandsvorsitzenden.pdf
 

Hi,
I did not attend since I don't speak German.  BTW, only  ~20% of the shareholders are German according to the 2020 annual report.    

Hi CWL and others, do we have any evidence whether II-VI is an Aixtron customer with respect to VCSEL (your post, CWL, on May 4th) and/or to SiC?

„The facility is part of II-VI's already announced plan to ramp its SiC substrate manufacturing capacity by five to ten times over five years, including with 200 mm diameter substrates. “

https://cleanroomtechnology.com/news/article_page/...lications/176539


II-VI’s homepage is mentioning Aixtron at least for GaAs: https://ii-vi.com/epitaxial-wafers-capabilities/
 

IIVI's VCSEL is GaAs based so it uses the G4.  IIVI bought Ascatron last year to expand into SiC epi wafer business. The 5-10 times expansion is on the SiC substrates but certainly some of those will be epi wafters.  Ascatron has Aixtron's old SiC multi wafer epi machines VP2400.  http://ascatron.com/wp-content/uploads/SiC-Epitaxy-services.pd

US may invest 52B $ for 7-10 chip plants:
https://www.reuters.com/article/...semiconductors-chips-idUSKCN2D5237

Question is will there be any compound semiconductor in them.

 

Many thanks, CWL, very helpful and much appreciated!!  

Taiwan III-V IC firms gearing up for car LiDAR demand
Julian Ho, Taipei; Willis Ke, DIGITIMES
Thursday 27 May 2021

Taiwan's III-V semiconductor players including foundry Win Semiconductors and epi-wafer supplier Visual Photonics Epitaxy (VPEC) have cut into the supply chains of major carmakers and China's EV vendors by providing ToF-based LiDAR components, and are poised to enjoy strong demand for automotive LiDAR applications, according to industry sources.

Win Semi and VPEC have started shipments of VCSEL chips as light source for ToF LiDAR sensors to some of the world's top-10 automakers and China EV vendors, the sources said. VPEC reportedly has landed big orders for VCSEL epi-wafers for car-use LiDAR applications, with the order volumes equivalent to total annual amounts recorded in 2020, the sources added.

Taiwan III-V supply chain can now offer high-power VCSEL epi-wafers used in both transmitting and receiving ends of automotive LiDAR devices, allowing a light detection range of 200-300 meters, the sources said.

The sources continued there are at least 70-80 Taiwan makers engaged in the development of LiDAR systems seeking to explore immense business potentials, and they now adopt either edge or surface emitting laser as light source.

Leveraging CMOS image sensors alone can hardly materialize Level 5 fully autonomous driving, which can be achieved only through the collaboration of LiDAR, mmWave radar and traditional image sensors, the sources stressed.  

Cwl, thanks alot for the interesting information above. How do you interpret the news, can you help me? Does this broaden the application areas of VCSEL from smartphones to cars as well? What does this mean with regards to demand for Aixtrons manufacturing equipment? Rising orders short-term or mid-term as well?

Thanks!
Fel  

"...VPEC reportedly has landed big orders for VCSEL epi-wafers for car-use LiDAR applications, with the order volumes equivalent to total annual amounts recorded in 2020, the sources added..."

VPEC has 52 MOCVD's and announced in March that it would be buying 5-10 more this year.  A 6" GaAs wafer produces VCSELs that satisfy about 10,000 smartphones but only a few hundred car's LiDARs.  If the EPI wafers order volume for LiDAR equals VPEC's total production of 2020, then more would be needed.  

A customer of Aixtron and supplier of VCSEL to Huawei has a 600M Yuan expansion and probably adding 10 G4 to reach 20k 6" GaAs annual wafer capacity.  

The company is WaferChina not Vertilite.    

You can see an Aixtron MOCVD in the picture.

https://www.sohu.com/a/469114184_166680  

that bought OSRAM and a major VCSEL producer is hiring a manger with Aixtron MOCVD experience:

Epi Operations Manager - Singapore
ams  Singapore, Singapore
14 hours ago   Be among the first 25 applicants

Your Tasks And Responsibilities
Lead and manage Epi Operations maintenance and process engineers
Drive Epi defect reduction and Yield-up initiatives to improve value
Collaborate with Production and Plan Equipment Maintenance schedule
Transfer existing Epi products and process to receiving plant
Work closely with Epi design house on RnD pilots to provide refinement on upcoming leading-edge Epi designs

Your Education And Experiences
Masters degree in Materials, Electrical/Electronics EngineeringBachelor degree for candidates with relevant extensive experience will be considered
Experience in Aixtron MOCVD tools

 

CWL, that is indeed a very interesting topic that you raise. My understanding - based on some analyst reports - is that AMS is an Aixtron customer while Osram is using Veeco products. Following the ams osram merger one could see this as an opportunity for Aixtron (ams as the dominant partner trying to achieve synergies by streamlining suppliers/kicking osram suppliers) or as a threat if Aixtron‘s ams business will be shifted to Veeco. Third option: it stays as is currently. Of course, I have no clue which scenario might be the most realistic - if you have any view on this, please let us know :-)  

I don't have any real insight here.  It is very difficult to achieve high yields on VCSEL. Once a customer qualified it would be very hard to switch to  a different MOCVD tool.  Eventually better tool wins.  I know very little about OSRAM other than it was mainly a LED lighting company that tried to move into other areas relating to MOCVD.  

https://www.laoyaoba.com/n/782840

"...According to the micro-net news, on June 5th, InnoSec (Suzhou) Semiconductor Co., Ltd. held a mass production and R&D building groundbreaking ceremony in Fenhu High-tech Zone. The first phase of Innosec Suzhou project is expected to invest 8 billion yuan, and the plant construction and equipment will be completed in 2020, and mass production will begin today, becoming the world's first company to achieve mass production of 8-inch silicon-based gallium nitride . Production capacity will gradually climb after the start of production. The production capacity will reach 6,000 pieces/month by the end of 2021. After the project is fully operational at the end of 2022, the Suzhou plant will achieve an annual production capacity of 780,000 pieces of 8-inch silicon-based gallium nitride wafers, with an estimated annual output value of 15 billion yuan. Profits and taxes exceed 1.5 billion yuan..."

Previously I posted in # 663 about Innoscience which is a customer of Aixtron:

https://www.ariva.de/forum/...-of-this-thread-567236?page=26#jumppos6

https://www.aixtron.com/en/investors/...XTRON%20MOCVD%20systems_n1083

6000 monthly 8" wafers need 40 Aixtron's G5 assuming one batch per day. If 780,000 annual wafers by the end of 2022 is realized, we are talking about 400 G5's!    

https://www.semi.org.cn/site/semi/article/...c42ade50f1dd1455c73.html

"...InnoSec combines the AIXTRON MOCVD ( G5+ ) and 8 -inch CMOS compatible wafer manufacturing line to solve the industrial technology bottleneck of low yield, small capacity and unstable process of compound semiconductor wafer manufacturing, and successfully realized 8 -inch silicon-based For the mass production of gallium nitride devices..."

"Innosecco plans to reach a production capacity of 12,000 pieces per month in Suzhou (the world 's largest 8 -inch production capacity) and Zhuhai plant (the world's first 8 -inch) by the end of this year"

"In addition to international manufacturers such as ASML , AIXTRON , TEL, and South Korea’s SK Group, the scene also saw Chinese local equipment..."