Aixtron

19 atoms · 跨 10 天 · 首见 2026-04-15 · 最近 2026-06-11

三色: 🟦 fact 13 · 🟥 take 6 · stance ▲10/▼0/◆8

来源: X 19

时态: fresh:16 · stale:2 · aging:1

标签: 好数字:11 · 好观点:7 · 好信源:5

叙事 (narrative) (3)

• 2026-06-11 · biggest beneficiary of equipment aspect
  Aixtron should naturally be the biggest beneficiary
  tags: 好观点 · → daily
  value: date=2026-06-11
• 2026-05-23 · 光电子营收上调趋势描述
  every single earnings call they somehow manage to revise up their optoelectronics revenue by like another 50%.
  tags: 好观点 · → daily
  value: qty=50% · date=每季
• 2026-05-04 [老化中] · 竞争环境
  Aixtron: the more competition the merrier!
  tags: 好观点 · → daily

预测 (forecast) (2)

• 2026-05-23 · 光电子营收预测
  I am modeling their optoelectronics revenue to exceed €1 billion somewhere between 2029 and 2030.
  tags: 好数字·好观点 · → daily
  value: qty=€1 billion · date=2029-2030
• 2026-06-09 · 2028年预估营收: €860m
  If we assume Aixtron revenue of €860 million for 2028
  tags: 好数字 · → daily
  value: qty=€860m · date=2028

立场 (position) (2)

事实 (fact) (12)

• 2026-05-28 ⭐ · GaN market share
  Aixtron's 90% share in this area
  tags: 好数字·好信源 · → daily
  value: qty=90% · date=2024
• 2026-05-23 · InP MOCVD 市场份额
  Aixtron has a complete monopoly on indium phosphide epitaxy. They claim "well north of 90% share," but in reality it is a polite way of saying effective monopoly.
  tags: 好数字·好信源 · → daily
  value: qty=well north of 90%
• 2026-05-22 · MOCVD tool market share
  MOCVD tools and related systems, where Aixtron holds roughly 70 to 90% market share, are effectively booked out well into 2027.
  tags: 好数字·好信源 · → daily
  value: qty=70 to 90%
• 2026-05-29 · 回报率(持有期)
  a 150% return since we first flagged the opportunity
  tags: 好数字 · → daily
  value: qty=150% · direction=累计
• 2026-05-23 · InP MOCVD 工具年均行业需求
  The industry needs 80-100 InP MOCVD tools per year (each tool costs €4M).
  tags: 好数字 · → daily
  value: qty=80-100 · date=per year · unit=tools
• 2026-05-23 · 每台 InP MOCVD 工具价格
  each tool costs €4M
  tags: 好数字 · → daily
  value: qty=€4M
• 2026-05-23 · 历史股价
  I wrote it and also invested back in Q4 2025 when they were at €14.
  tags: 好数字 · → daily
  value: qty=€14 · date=Q4 2025
• 2026-05-23 · 当前股价
  Now they're at €54.
  tags: 好数字 · → daily
  value: qty=€54 · date=2026-05-23
• 2026-05-19 · announced Lumentum order
  Aixtron $AIXA announced today that Lumentum has ordered multiple G10-AsP MOCVD systems for InP-based laser and detector production, driven by surging demand from AI datacenter networks
  tags: 好数字 · → daily
  value: date=2026-05-19
• 2026-05-16 · 商业定位
  Aixtron as the de facto only MOCVD supplier capable of InP epitaxy at the required scale
  tags: 好信源 · → daily
• 2026-04-15 · 2026年指引上调
  Aixtron's guidance raise for 2026 today is a clear positive for LayTec, and therefore indirectly for Nynomic.
  tags: 好信源 · → daily
  value: direction=up · date=2026
• 2026-05-23 · GaN MOCVD 工具市场垄断描述
  they have a monopoly on MOCVD tools for power semis GaN
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-11 · narrative · biggest beneficiary of equipment aspect · → daily
• 2026-06-09 · forecast · 2028年预估营收: €860m · → daily
• 2026-05-29 · position · 持仓退出 · → daily
• 2026-05-29 · fact · 回报率(持有期) · → daily
• 2026-05-28 · fact · GaN market share · → daily
• 2026-05-23 · fact · InP MOCVD 市场份额 · → daily
• 2026-05-23 · fact · InP MOCVD 工具年均行业需求 · → daily
• 2026-05-23 · fact · 每台 InP MOCVD 工具价格 · → daily
• 2026-05-23 · forecast · 光电子营收预测 · → daily
• 2026-05-23 · fact · 历史股价 · → daily
• 2026-05-23 · fact · 当前股价 · → daily
• 2026-05-23 · narrative · 光电子营收上调趋势描述 · → daily
• 2026-05-23 · fact · GaN MOCVD 工具市场垄断描述 · → daily
• 2026-05-22 · fact · MOCVD tool market share · → daily
• 2026-05-19 · fact · announced Lumentum order · → daily
• 2026-05-16 · fact · 商业定位 · → daily
• 2026-05-16 · position · 投资质量判断 · → daily
• 2026-05-04 · narrative · 竞争环境 · → daily
• 2026-04-15 · fact · 2026年指引上调 · → daily

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