Aixtron purpose of this thread

as far as i have understood the customers asked for it so i guess Aixtron had some talks with them as they wont run a site without knowing the outcome.

i hope they learned from Osram  

I always appreciate the insights and bluntness by OnSemi management team. Interesting comments on EVs, SIC and China. I absolutely recommend to listen

https://qcast.page.link/epe21N5nuUNChhbh6

Regards,
Fel  

Well pointed question rosskata, just my quick thoughts:

I think a lot of Government grants/Subsidies involved here

Your question on cost can be sliced in different ways. Of course there are additional costs given you need people, electricity etc etc. BUT. I think the facility might ensure additional revenue that was not available from the Aachen factory, for example (and that are just my thoughts) if ST Micro requires a production footprint in Italy from their supplier because ST itself received subsidies from the Italian state. If Aix had not had the footprint it would not be electable for an order.

Another scenario: yes, again, extra cost for running the facility but if you make a profit / margin from that facility, that’s fine, right?

So I think that was roughly what Grawert meant to say on the call.. he just not found the right wording. Or did not want to give too much away.

https://techfundingnews.com/...to-invest-nearly-e10b-in-chips-report/
 

Vielleicht für den eine oder anderen Wichtig


USA vergibt 1,6 Milliarden Dollar an Texas Instruments zum Bau von Halbleiterfabriken
Die Finanzierung stammt aus dem überparteilichen CHIPS Act, der die Produktion kritischer Halbleiter in den Vereinigten Staaten stärken soll.

BigEuro

 

SiC "pure play" Wolfspeed (shares down >70% YTD) is reporting quarterly figures after market close today. Seems that their Capex plans will be core focus of investores, not sure whether there will be any read-across for AIXA shares as a result:

"Capex and Funding Options Key Investor Focus. We believe Wolfspeed must further cut its 2025 capex plans of $1.5 billion to below $1 billion. This will provide much needed oxygen while allowing the company to focus on just building enough wafer capacity at Siler City to demonstrate the ramp and economics of Mohawk Valley."  

A 10 Years contract is good for WOLF and also potentialy good for Aixtron, opinions?
https://compoundsemiconductor.net/article/119635/...phorm_acquisition