Aixtron Bets AI Data Center Optics Can Offset Silicon Carbide Slump

MarketBeat

Mon, June 22, 2026 astatine 6:02 AM CDT 7 min read

Key Points

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• Aixtron is betting connected AI-driven optoelectronics demand to offset weakness successful silicon carbide powerfulness electronics, with absorption saying information halfway buildouts are boosting request for optical connections and could assistance optoelectronics gross sharply this year.

• The institution said its silicon carbide concern remains successful a downturn, with a meaningful betterment improbable until lawsuit utilization improves, though Aixtron sees a aboriginal rebound arsenic EV-related request normalizes.

• Aixtron besides highlighted new upside from AI information halfway powerfulness delivery, including a imaginable displacement to 800-volt HVDC architectures that could make further instrumentality request and adhd a sizable gross accidental by 2028-2029.

Aixtron (ETR:AIXA) is positioning a crisp betterment successful optoelectronics demand, driven by artificial quality information halfway investment, arsenic the main offset to continued weakness successful silicon carbide powerfulness electronics, Vice President of Investor Relations and Corporate Communications Christian Ludwig said astatine the Industrial Technology Conference hosted by mwb research.

Ludwig described Aixtron arsenic a German institution founded much than 40 years agone arsenic a spin-off from RWTH Aachen. The institution present has much than 1,100 employees and operates successful 9 countries. Its halfway concern is deposition systems utilized astatine the opening of semiconductor manufacturing to use bladed layers of worldly to wafers.

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"Our USP is to beryllium arsenic defectless arsenic imaginable to statesman the full wafer-making process," Ludwig said, noting that defects introduced aboriginal tin marque the wide spot accumulation process much costly for customers.

Aixtron Highlights Market Positions Across Compound Semiconductors

Ludwig said Aixtron focuses connected compound semiconductors alternatively than the broader silicon-based semiconductor market. The institution serves 4 main extremity markets, grouped by worldly system: silicon carbide, gallium nitride, optoelectronics and LED/MicroLED.

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The company's large instrumentality platforms see a dedicated silicon carbide system, the G10-SiC, which Ludwig said sells for astir EUR 4.5 million, and gallium nitride and optoelectronics tools that each merchantability for astir EUR 4 million. He said the 3 newer instrumentality platforms person akin merchandise gross margins of adjacent to 50%, portion older instrumentality generations inactive sold successful gallium nitride and laser applications transportation little gross margins.