Aixtron purpose of this thread

Aixtron  Device Dow Corning
Aixtron  Device Showa Denko
Aixtron  Device Norstel
Aixtron  Device Dongguan Tianyu Semi Technology Co. Ltd.
Aixtron  Device Epiworld
 

has reduced their short position 0,04% while WorldQuant has increased theirs by 0,03% 

https://www.bundesanzeiger.de/pub/de/nlp_history?1

Gruß
baggo-mh

 

Viel Neues gibt es nicht aber dennoch lesenswert.

Die ODDO Kurszielanhebung ist an der FAZ vorbeigegangen.

https://www.faz.net/aktuell/finanzen/...ert-mit-zukunft-18522188.html

Gruß
baggo-mh

 

An interesting example on the latest PORSCHE Model that is due to come to market next year.

Look at the charging speed... 80% in 25 minutes.. also powered by SIC..

Silicon carbide is also replacing silicon for the semiconductor material in the inverter on the rear axle to decrease switching losses. A one-speed gearbox will be used instead of the two-speed unit in the Taycan.

https://www.caranddriver.com/news/a41943729/...-ppe-platform-details/

 

It is now officially annouced. The AGM/HV is on May 17.

As in the last years with a Präsenz-HV I expect it to take place in Aachen/Quellenhof.

Gruß
baggo-mh

 

Gestern bin ich bei der Suche nach der Zusammensetzung des Nasdaq Biotechnology Index (NBI) über diese Webseite gestolpert.

https://www.nasdaq.com/GSOX

Es gibt neben dem von mir bisher als Benchmark beobachteten SOX auch einen Global Semiconductor Index GSOX und in diesem Ist auch Aixtron vertreten.

Anteilsmäßig relativ klein, 20% von Wolfspeed und 10% von der Gewichtung von Infineon, aber man ist vertreten. Das erklärt für mich auch die an einigen Tagen zu beobachtende deutliche Kursschwankungen gegen den US Trend (Dow & Nasdaq)

Gruß
baggo-mh 

​​​​​​​

 

ONSEMI expands its fab in the Czech Republic with a $300m investment:

"Starting in 2019, onsemi added SiC polished wafer and SiC epitaxy (EPI) wafer production to its existing silicon polished and epitaxy wafer and die manufacturing in Roznov...So far onsemi has invested more than $150 million in the Roznov site and plans to spend an additional $300 million through 2023."

https://www.businesswire.com/news/home/...e-Fab-in-the-Czech-Republic

Aixtron is hiring onsite Engineer in Czech Republic:

https://www.aixtron.com/en/careers/vacancies/...20Republic%2520_j2054

 

as always CWL1.

Regardless of where the share price ends the year 2022 it has been a fantastic year for Aixtron Investors.

Hope you all had a wonderful Christmas

Gruß
baggo-mh

 

Thank you for the greetings! I wish you and everyone a happy holiday season and the New Year.

While the research around Aixtron and its customers can be interesting and telling, it cannot replace the actual sales and orders.  At this point, the dark cloud of export licenses still exists.   I have not gotten any clarification from the Aixtron's IR.  Unfortunately, usually big institution investors and the analysts know better.  This is being reflected by the stock price.  

Yes, we should still be thankful that Aixtron has performed much better than the broad market in 2022 so far.  

Jeffries was part of the US roadshow in 2022 and they have not voiced any concern. In fact they upgraded as recently as Nov. 23. The lower part of the guidance reflects the delay with the export licenses. I stay optimistic that Aixtron exceeds it and for 2023 as well.

Allen Aixtronauten einen guten Rutsch ins neue Jahr. Möge 2023 so erfolgreiches für uns sein wie 2022.

Gruß
baggo-mh

 

I read soemthing interesting yesterday on Apple and I thought this could be done utilizing MicroLEDs.

Neues Apple-Patent für MacBook-Tastaturen

When I searched for the patent I found this on 9to5Mac:

The patent also imagines another scenario where the the light source is an “array of LEDs such as a display using micro-LED or OLED pixels.” This would be a more advanced implementation of a similar idea, with additional controls, customization options, and general flexibility.

https://9to5mac.com/2022/12/15/...dynamically-show-different-symbols/

If the Apple watch will be utilizing MicroLEDs, why not on the keyboards?

Kind regards
baggo-mh

 

HERZOGENRATH/LYON (dpa-AFX) - Die zuletzt wegen fehlender Exportlizenzen stockenden Auslieferungen des Hightech-Anlagenbauers für die Chipindustrie Aixtron nehmen offenbar Fahrt auf. Das geht aus Unternehmensäußerungen im Rahmen einer Investorenveranstaltung der französischen Bank Oddo BHF am Donnerstag in Lyon hervor. Der MDax -Konzern habe die ersten der ausstehenden Exportfreigaben im Dezember erhalten, so dass das Umsatzziel 2022 erreicht worden sein dürfte, notierte Oddo-Analyst Martin Marandon-Carlhian. Allerdings werde ein Großteil der Anlagen nun früh im Jahr 2023 ausgeliefert, weshalb ein Erreichen des oberen Endes der Jahreszielspanne beim Umsatz unwahrscheinlich sei, glaubt der Experte.

Aixtron hatte im Herbst wegen einer großen Nachfrage die Prognose für den Auftragseingang zwar auf 540 bis 600 Millionen Euro (alt 520 bis 580) angehoben, das Umsatzziel von 450 bis 500 Millionen Euro aber nur bestätigt. So stockte es bei den Auslieferungen wegen der fehlender Exportfreigaben durch deutsche Behörden. Das lag an einer Überlastung der zuständigen Stellen, aber wohl auch an einem kritischeren Blick auf Hightech-Exporte in bestimmte Länder.

Unter Branchenexperten hatten sich daher bereits Sorgen breit gemacht, weil die USA die Gangart bei Exporten bestimmter Hightech-Produkte nach China verschärft hatten. Laut Marandon-Carlhian bestätigte Aixtron nun aber, dass es unter den aktuellen Regelungen der US-Regierung keine Lieferschwierigkeiten gebe.

Zudem habe die Unternehmensführung von einer weiter guten Geschäftsdynamik gesprochen, vor allem bei Anlagen für Siliziumkarbid-Chips. In dem Bereich soll der Marktanteil weiter wachsen. Und auch die Nachfrage nach Galliumnitrid-Anlagen sei stark wegen der für IT-Infrastruktur benötigten Energieeffizienz.

So werden mit den Aixtron-Maschinen Verbindungshalbleiter produziert, die zu Elektronikchips weiterverarbeitet werden. Diese Siliziumkarbid- und Galliumnitrid-Chips sind kleiner, energieeffizienter und temperaturbeständiger als klassische Siliziumchips. Große Chipkonzerne stecken aktuell viel Geld in den Bau neuer Werke, da die Nachfrage für viele Jahre hoch sein dürfte. Zudem fördern die USA und Europa den Bau von Chipfabriken, um die Abhängigkeit von China und Taiwan zu verringern./mis/ngu/jha/

Quelle: dpa-AFX

Gruß
baggo-mh

 

gestern kam mir dazu noch folgendes in den Sinn.

Die gleichen Beamten die die Rüstungsexporte in alle Welt (Ringtausch etc.) bewilligen müssen sitzen auch vor den Anträgen von Aixtron zur Verladung der Reaktoren nach Asien.

Könnte der oder auch ein Grund für die Verzögerungen gewesen sein.

Gruß
baggo-mh

 

Exporte nach China erlaubt: Aixtron dürfte Umsatzziel 2022 erreicht haben
HERZOGENRATH/LYON (dpa-AFX) - Die zuletzt wegen fehlender Exportlizenzen stockenden Auslieferungen des Hightech-Anlagenbauers für die Chipindustrie Aixtron nehmen offenbar Fahrt auf. Das geht aus Unternehmensäußerungen im Rahmen einer Investorenveranstaltung der französischen Bank Oddo BHF am Donnerstag in Lyon hervor. Der MDax -Konzern habe die ersten der ausstehenden Exportfreigaben im Dezember erhalten, so dass das Umsatzziel 2022 erreicht worden sein dürfte, notierte Oddo-Analyst Martin Marandon-Carlhian. Allerdings werde ein Großteil der Anlagen nun früh im Jahr 2023 ausgeliefert, weshalb ein Erreichen des oberen Endes der Jahreszielspanne beim Umsatz unwahrscheinlich sei, glaubt der Experte.

Aixtron hatte im Herbst wegen einer großen Nachfrage die Prognose für den Auftragseingang zwar auf 540 bis 600 Millionen Euro (alt 520 bis 580) angehoben, das Umsatzziel von 450 bis 500 Millionen Euro aber nur bestätigt. So stockte es bei den Auslieferungen wegen der fehlender Exportfreigaben durch deutsche Behörden. Das lag an einer Überlastung der zuständigen Stellen, aber wohl auch an einem kritischeren Blick auf Hightech-Exporte in bestimmte Länder.


Unter Branchenexperten hatten sich daher bereits Sorgen breit gemacht, weil die USA die Gangart bei Exporten bestimmter Hightech-Produkte nach China verschärft hatten. Laut Marandon-Carlhian bestätigte Aixtron nun aber, dass es unter den aktuellen Regelungen der US-Regierung keine Lieferschwierigkeiten gebe.

Zudem habe die Unternehmensführung von einer weiter guten Geschäftsdynamik gesprochen, vor allem bei Anlagen für Siliziumkarbid-Chips. In dem Bereich soll der Marktanteil weiter wachsen. Und auch die Nachfrage nach Galliumnitrid-Anlagen sei stark wegen der für IT-Infrastruktur benötigten Energieeffizienz.

So werden mit den Aixtron-Maschinen Verbindungshalbleiter produziert, die zu Elektronikchips weiterverarbeitet werden. Diese Siliziumkarbid- und Galliumnitrid-Chips sind kleiner, energieeffizienter und temperaturbeständiger als klassische Siliziumchips. Große Chipkonzerne stecken aktuell viel Geld in den Bau neuer Werke, da die Nachfrage für viele Jahre hoch sein dürfte. Zudem fördern die USA und Europa den Bau von Chipfabriken, um die Abhängigkeit von China und Taiwan zu verringern./mis/ngu/jha/  

Good news indeed.

Looking back to Q1/2022 and Q4/2021 conference calls, you would find the largest orders intake were for the GaN power applications.  So it is reasonable to believe that the export license holdback in the Q3/2022 mainly came from the MOCVD for GaN power applications.   The intensive scrutiny of the officials should be looking at not  only Aixtron's customers, but also their customers especially those in China.

I could think of two possible areas that might be of concerns by the officials. The first is GaN on SiC chips which are used in the 5G base stations.  Huawei is main 5G equipment supplier and the officials may have extra concerns on whether Aixtron's customers make GaN-on-SiC chips for Huawei.  Compound semiconductors including GaAs are now being deployed in space/satellite  applications could also have some sensitivity.

Aixtron also reported new entrants of GaN power players in new GaN power applications during Q1/2022 CC.

Now that there may be extended delivery time due to the scrutiny, Aixtron's customers may have to place the orders even sooner.    Regardless, lets move on.
 

On last month’s analyst call, Everke revealed that Kulim production of micro LEDs will start in 2024.

https://www.ledsmagazine.com/leds-ssl-design/...-plans-for-small-leds

Epitaxy Development Sr Staff Engineer (InGaAlP)
Kulim, Kedah, Malaysia – OSRAM OS Penang

Relevant experience in area of III-V epitaxy, especially in the InGaAlP/AlGaAs material system using MOCVD reactors (preferably Aixtron vertical reactors)...

https://jobs.ams-osram.com/en/job/...-Engineer-InGaAlP-Kulim?id=13689  

WOOOOOOOOW!!! Thanks again for the excellent research.
We are very much akin.

I read in the first link Osram:
Quote
He singled out micro LEDs along with horticulture, UV-C, and pixelated automotive headlights."
Everke also expressed trust in customer loyalty in the micro LED segment, compared to the more fickle situation in sensors. Ams Osram’s product stable includes sensors as well as laser chips and LEDs. The company in the recent past suffered from the loss of a major customer, believed to be Apple, which had been purchasing facial recognition sensors for smartphones.

“In micro LED, you can expect more longer term and more sticky business over the years,” he said.

In announcing third-quarter results, Everke said that one customer had agreed to make a “substantial pre-payment” for future deliveries of an “innovative technology.” The payment is believed to be for micro LEDs, although neither Everke nor outgoing chief financial officer Ingo Bank confirmed that on the call.
Unquote

microLED
Horticulture
UV-C

Sounds like Felix is talking.
I will add Osram to the customer list concerning Micro LED.
......and I remember that on one of the recent CC calls Felix made a mistake by stating:......
"depends on when we will record the order" in relation to MicroLED. Now I have an answer as to what he meant.

Kind regards
 baggo-mh

 

System does not allow me to give you any more.

Regards
baggo-mh

 

A small section of the supplychain file I recently created

Typ	Maschinenbauer		Kunde	Final client
MicroLED	Aixtron	Device	PlayNitride	Samsung
MicroLED	Aixtron	Device	Osram	Apple

Regards
 baggo-mh

 

Hi all,

not particularly new, Bosch already announced this in Summer-22 and reiterated at their recent Press Meetings but again at CES in Las Vegas now. Among others the focus is on power Semis incl. GAN and SIC. We know that BOSCH is a new SIC customer for Aixtron and that the equipment is very likely in the Reutlingen fab.
In any case, more orders to come from Bosch given that budget!

https://www.automotivelogistics.media/...nductor-supply/43240.article


Regards,
Fel  

GlobalWafers doubles capex for epi-wafer capacity expansion

Nuying Huang, Hsinchu; Willis Ke, DIGITIMES Asia
Friday 6 January 2023

GlobalWafers will more than double its capex for 2023 to accelerate its wafer capacity expansions, particularly for SiC and GaN epi-wafers, to meet strong demand from clients, according to company chairperson Doris Hsu.

https://www.digitimes.com/news/a20230106PD210/capex-globalwafers.html
 

not a customer but an indicator for the growing demand of substrates.

@Fel 216: Bosch SiC will add it to the list.

Great input from both as always. Thanks.  Regards
baggo-mh

 

From Bloomberg today, best regards to all!

BN 01/11 01:44 Apple to Start Using Own Screens in 2024 in Blow to Samsung (1)
________________________________________
Apple to Start Using Own Screens in 2024 in Blow to Samsung (2)
2023-01-11 03:04:32.697 GMT


By Mark Gurman
(Bloomberg) -- Apple Inc. is planning to start using its
own custom displays in mobile devices as early as 2024, an
effort to reduce its reliance on technology partners like
Samsung and LG and bring more components in-house.
The company aims to begin by swapping out the display in
the highest-end Apple Watches by the end of next year, according
to people with knowledge of the matter. The screens upgrade the
current OLED — organic light-emitting diode — standard to a
technology called microLED, and Apple plans to eventually bring
the displays to other devices, including the iPhone.
The changes are part of a sweeping effort to replace Apple
supplies with homegrown parts, an undertaking that will give the
company more control over the design and capabilities of its
products. The tech giant has dropped Intel Corp. chips in its
Mac computers in favor of in-house designs and plans to do the
same with the key wireless components in its iPhones.
A representative for Cupertino, California-based Apple
declined to comment.
Samsung is the world’s most advanced manufacturer of
displays, and has been producing its own version of microLED for
TVs. But by bringing the screens in-house, Apple could, in the
long run, better customize its devices and maintain a stronger
hold on its supply chain.
Apple’s screen switch has been underway for years.
Bloomberg first reported in 2018 on the company’s plan to design
its own displays, starting with the Apple Watch. The move will
deal a blow to Samsung Display Co. and LG Display Co., the two
main suppliers of the watch’s screens.
LG Display shares fell as much as 4.1% on Wednesday after
Bloomberg reported the news. Shares of Samsung Electronics Co.,
meanwhile, pared most of its gains during morning trading in
Seoul.
Apple’s project is being led by Wei Chen, who runs Apple’s
display technology group within Johny Srouji’s Hardware
Technologies division. The company has begun testing the
microLED displays on an update to the Apple Watch Ultra, its new
high-end sports watch.
Compared with current Apple Watches, the next-generation
displays are designed to offer brighter, more vibrant colors and
the ability to be better seen at an angle. The displays make
content appear like it’s painted on top of the glass, according
to people who have seen them, who asked not to be identified
because the project is still under wraps.
The microLED displays will be Apple’s first screens
designed and developed entirely in-house. The company currently
sources screens from a range of manufacturers, including Japan
Display Inc., Sharp Corp. and BOE Technology Group Co., in
addition to Samsung and LG.
Samsung and LG declined to comment. Apple accounts for 36%
of LG Display’s revenue, according to data compiled by
Bloomberg. Samsung, which competes with Apple in the smartphone
market in addition to serving as a supplier, gets about 6.6% of
its sales from the iPhone maker.
The work, codenamed T159, ramped up around 2018 and Apple
had set a goal to begin switching to microLED screens as early
as 2020. But the project languished due to high costs and
technical challenges, people involved in the work said. Apple
initially aimed to include the technology in large displays, but
those concerns led it to focus instead on its watch — whose
screens measure about 2 inches — as its first mobile device with
the capabilities.
Read more: Apple Is Said to Develop Gadget Displays in
Secret Facility
Apple’s 2024 target could potentially slip until 2025, some
people involved in the project said. The company also could just
offer a limited supply of the new devices to get the transition
started.
Though Apple has designed the new displays and devised
their manufacturing process, it will likely rely on an outside
supplier to handle mass production. The company operates a
62,000-square-foot facility in Santa Clara, California — about
15 minutes away from its Apple Park headquarters — where it
conducts test manufacturing of the screens. It has a similar
research and development campus in Taiwan.
Apple has devoted several billion dollars so far to the
effort, which is considered internally to be one of the
company’s most critical projects — alongside its attempts to
develop an electric car, a mixed-reality headset and key health
features for its watches. The company spent about $26 billion on
research and development in fiscal 2022.
In the near term, the new displays are the most significant
changes coming to the Apple Watch. The company plans to
introduce new models at the end of this year, but they will be
modest updates focused on faster chips and minor health sensor
upgrades. Apple hasn’t updated the main processor inside of its
watch for three years.
The company has also customized the displays for its
upcoming headset, which will use similar technology to the
microLED screens coming to the Apple Watch. While it will take
years before Apple moves the iPhone to microLED, it plans to
bring OLED technology to the iPad with the Pro model in 2024.
The shift to microLED has been a long time coming for
Apple. The effort began in 2014 when Apple bought startup
LuxVue, which pioneered microLED technology. The development of
Apple’s own screens had been led by veteran executive Lynn
Youngs within Apple’s hardware engineering division, but the
work was shifted two years ago to the purview of Srouji, who
oversees the company’s custom chip group.
 

https://www.macwelt.de/article/1469176/bloomberg-apple-will-micro-led-statt-oled-fur-apple-watch.html

Auch in Deutschland wird das mittlerweile berichtet.

Though Apple has designed the new displays and devised
their manufacturing process, it will likely rely on an outside
supplier to handle mass production. 

Passt ausgezeichnet zu den Plänen von Osram.

The best is yet to come

Gruß
baggo-mh

 

https://www.finanzen.net/nachricht/aktien/...eraete-einbauen-12058536 

Mit Blick auf die von Apple wohl geplanten MicroLED-Displays nannten Branchenexperten in den vergangenen Monaten ams als potenziellen Zulieferer. Vom Trend hin zu MicroLED, die stärkere Kontraste und kräftigere Farben ermöglichen und als günstigere Alternative zu OLED gelten, profitiert auch der Hightech-Maschinenbauer AIXTRON. So dürfte ams-OSRAM laut Branchenkennern ein wichtiger Aixtron-Kunde sein.

Gruß
baggo-mh