AIXTRON WKN: A0WMPJ ISIN: DE000A0WMPJ6 Forum: Aktien Thema: Hauptdiskussion

Capacity expansion in Malaysia. The company announced the construction of a new manufacturing facility in Malaysia, with EUR ~40m capex split across 2026/27 and start of production expected in H2 2027, with no impact on 2026 guidance. Roughly two-thirds (~27m) is planned for 2026, dragging down FCF in the year. The plant will add ~20% capacity and is modular, allowing further expansion over time. This will enable closer proximity to Asian customers, access to a developed semiconductor ecosystem, and a structurally lower cost base. Initial production will focus on older-generation tools (e.g., G4 for LED), where cost sensitivity is higher, while G10 remains centered in existing sites. Importantly, the decision is not tied to immediate demand inflection, with first revenues expected only from late 2027 onwards. Overall, the move should support margins over time and strengthen regional positioning ahead of the next cycle over the longer term. In parallel, the company is divesting its Italian site, which had remained largely idle following weaker-than-expected demand; the site carries a high single-digit EUR m book value (with EUR ~10m invested). https://research-hub.de/companies/aixtron-se

Mir war nicht bewusst, das Italien Verkauft wurde . Nun kommt Malaysia, wieder in der Hoch Phase und die ersten Ankündigungen das KI entwicklung verlangsamt wird laufen über die News ticker. Ohweh Ohweh

Aixtron besticht ja eher durch optoelectronics, ist der overlap mit infienon da so groß?

Moin, weiß jemand wieso es gestern so krass hoch ging und heute so runter? Ist wahrscheinlich einfach normales auf und ab aber kommt mir etwas exterm vor.