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Aixtron- und die Banken stufen fröhlich auf kaufen

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16.07.19 18:06
1

2016 Postings, 804 Tage BigBen 86Quartalszahlen anderer Halbleiter ( Termine )

AMS 23.07
STMicroelectronics 25.07
ASML 17.07
...

Die meisten US-Halbleiter melden erst nach Aixtron ...  

16.07.19 18:14
1

2016 Postings, 804 Tage BigBen 86JP Morgan

agiert bei Aixtron als Investor + LV zugleich. Wirklich unglaublich wie viele Milliarden Dollar Gewinn jedes Quartal dort erzielt werden.

https://boerse.ard.de/aktien/geldmaschine-jpmorgan102.html  

16.07.19 19:13
2

Clubmitglied, 8673 Postings, 2048 Tage Berliner_BigBen

JP Morgan ist ein Gigant! und wenn solche Bankhäuser als LV agieren, kannst du dir vorstellen, dass denen scheiß egal ist, wann die die LV Aktien zurückkaufen! Die Leihgebühren sind für die Peanuts. Trotzdem wäre es mal nett, wenn sich die Aktie mal wieder nach oben bewegen würde, und raus aus diesem Schlafmodus käme. Ich habe mal wieder selber 8T Anteile gekauft, bei 7,50, da ich nächste Woche mit guten Nachrichten rechne.  

16.07.19 20:09
3

1064 Postings, 1178 Tage fuexleJP Morgan und die Aixtron Übernahmen/GCI

für diejenigen die die Angebotsunterlage nicht mehr auf dem Schirm haben

JP Morgen war beauftragt einen Investor zu suchen der Aixtron übernimmt.

auszug aus der PM

"Berater

J.P. Morgan fungiert als Finanzberater von AIXTRON, White & Case LLP steht der AIXTRON als Rechtsberater zur Verfügung. Buttonwood Finance Ltd. fungiert als Anlageberater und die Deutsche Bank als Finanzberater für den Fujian Grand Chip Investment Fund, Paul Hastings LLP und Glade Michel Wirtz stehen dem Fujian Grand Chip Investment Fund als Rechtsberater zur Verfügung."

https://www.aixtron.com/de/investoren/...f%C3%BCr%20AIXTRON%20SE_n929

bitte sucht die Angebotsunterlage selbst raus dort nachzulesen unter Chronologie

 

16.07.19 23:25
2

642 Postings, 866 Tage CWL1APPLE TOF Rear Camera

"...In the near-term supply chain, Lumentum, a US-based chip manufacturer that uses Face Laser (VCSEL) for face ID 3D sensing, has received instructions from Apple recently requesting Apple to be used for terminal devices by the end of 2019. The rear lens is used for time difference ranging (ToF). If the addition is expected to extend at least to the 2020 structured light Face ID scheme, a mobile device will use three VCSEL components..."

https://www.digitimes.com.tw/tech/dt/n/...64377_DJ22DXHV8FPHXB63E7HTQ

There is an English version probably available tomorrow at Digitimes.

 

17.07.19 05:09
2

65 Postings, 115 Tage AlockarDialog Semiconductor höhere Gewinnerwartung

http://mobile.dgap.de/dgap/News/adhoc/...fitability-q/?newsID=1172575

Die Quartalszahlen werden besser ausfallen als erwartet bei Dialog Semiconductor.
Sollte heute dem Markt einen Aufschub geben.  

17.07.19 06:37

38 Postings, 177 Tage prescoDa könnten

wir heute einen guten Schub bekommen.  

17.07.19 07:59
2

65 Postings, 115 Tage AlockarQD-OLED Canon Tokki

http://www.maeilnews.co.kr/mobile/article.html?no=3844

This article states the investment of Samsung in organic deposition equipment of Canon Tokki.
No words about Apeva.

Also:
"The road map for August is going to be released as soon as possible".

I wouldn't go for early conclusions here. CWL1 mentioned a necessary component is only producable with VTE and Canon Tokki was the favorite for at least that component.  

17.07.19 08:48
4

123 Postings, 4632 Tage fel216Ericsson seeing strong 5G momentum

Morning!

Ericsson reported stronger than expected Q2 results today. CEO sees strong momentum on 5G side of the business, even so strong that they are expanding production capacity. So 5G is clearly starting to ramp-up as an end-market - that should be positive for Aixtron in my view.

From Ericssons results: (Source: https://www.ericsson.com/assets/local/investors/...9/6month19-en.pdf)

"To ensure we meet customer requirements for fast and agile deliveries, we have decided to invest in a state-of-the-art 5G production site in the US to complement our global supply chain."

"5G momentum is increasing. Initially, 5G will be a capacity enhancer in metropolitan areas. However, over time, new exciting innovations for 5G will come with IoT use cases, leveraging the speed, latency
and security 5G can provide. This provides opportunities for our customers to capture new revenues as they provide additional benefits to consumers and businesses. "

Regards,
Fel
 

17.07.19 09:05
2

123 Postings, 4632 Tage fel216ASML Q3 guide slightly weaker

ASML reported Q2 in-line with expectations and some growth yoy (2.57bn sales; -6% yoy), however Q3 guidance slightly weaker than expected (3bn vs. 3.2bn expected) but still that shows decent growth of  +17% qoq.. indicating that we may be near the bottom.. as I also interpreted Atlas Copco's Vacuum Tech numbers (but might be wrong).
I leave the interpretation of ASML's CEO statement to CWL1, he is much more in the Tech/Application detail than I am: (Source: https://www.asml.com/en/investors/financial-results/q2-2019)

Current macroeconomic environment creates end market volatility resulting in industry
uncertainty. Memory customers continue to digest capacity additions in a weaker demand
environment while logic customers accelerate ramp of their new leading edge nodes

"For the remainder of the year we see further weakness in Memory, while Logic looks stronger. We expect that the increased demand in Logic will compensate for the decreased demand in Memory. The additional growth in Logic is driven by accelerated investments in 7 nm nodes and beyond.

Long term growth opportunity remains, driven by end markets growth enabled by major
innovation in semiconductors

Regards,
Fel
 

17.07.19 13:12
2

642 Postings, 866 Tage CWL1Felix: ASML

Futures of AMAT and LRCX are up sharply this morning in US. They are directly correlated to the wafer fab processing equipment segment. ASML makes the EUV photo lithography equipment necessary for the advanced 7nm and 5nm chip manufacturing.  Aixtron is in the semiconductor chain but more indirectly connected to ASML's segment.  Still, it is good news if AMAT and LRCX rally from ASML's latest results.  

17.07.19 13:32
4

642 Postings, 866 Tage CWL1More VCSELS

You get a sense that VCSEL is starting its H2 ramp..

TrueLight doing well in consumer application market for VCSEL
Siu Han, Taipei; Willis Ke, DIGITIMES Wednesday 17 July 2019 0

Taiwan-based TrueLight, dedicated to providing optoelectronics semiconductors including VCSEL components, is expected to see revenues from shipments of VCSEL devices for smartphone and optical communication applications to surge to 60% as a proportion of company revenues for the third quarter, traditionally a peak season, from 50% in the first half.

The company has been keen to develop the consumer application market for VCSEL since the second half of 2018, having entered the supply chains of major China handset vendors Huawei, Xiaomi, Oppo and Vivo, according to industry sources.

Despite impacts of the US-China trade war, TrueLight's monthly shipments of consumer VCSEL components surged stably to 25-30 million units in the second quarter of 2019 from 15 million units in the third quarter of 2018, thanks partly to handset vendors remaining keen to adopt short-wavelength VCSEL proximity sensors and partly to growing penetration of true wireless stereo (TWS) headphones.

The company's VCSEL shipments will expand further to 35 million units in July and soar to 50 million by the end of the year, the sources said.

TrueLight's short-wavelength VCSEL components can now also be applied to other market segments, including industry control, short-range transmission at 5G base stations, and data storage at datacenters.

https://www.digitimes.com/news/a20190717PD204.html  

17.07.19 14:26
4

642 Postings, 866 Tage CWL1APEVA Korea

now hiring as of today (7/17-7/31).  Hard to believe if OVPD is not part of Samsung's game plan.


http://www.saramin.co.kr/zf_user/jobs/relay/...ompany_info_view#seq=0  

17.07.19 15:23

3894 Postings, 1291 Tage köln64@ Apeva

wenn apeva samt der ovpd technologie nicht zum SD plan gehört, warum stellen sie weiter personal ein ?
gibt es zb. andere grosse display hersteller die in frage kommen ?
wenn aixtron und SD nun doch nicht zusammen kommen, würde aixtron das nicht öffentlich kommunizieren?  

17.07.19 15:36

65 Postings, 115 Tage Alockar@CWL1 APEVA Korea

Especially since one of Apeva's workspaces is also the place where Samsung plans to build the new OLED line in Asan City.
Coincidence?



 

17.07.19 16:01
1

3894 Postings, 1291 Tage köln64@ Apeva

habe ich falsch gelesen ? meine güte, ich bin matsch im kopf. das teil macht mich kirre.  

17.07.19 16:35
1

642 Postings, 866 Tage CWL13d sensing

is still the largest part (>50%) of Aixtron's business and its prospect in H2 will dominate Aixtron's performance.  APEVA is important of course and Aixtron has a very good shot, but the near term financial impact is very small.  In the Q1 CC, Bernd was very cautious/conservative since the visibility on VCSEL was very limited.  Nobody new what Apple would do and he stated specifically that was waiting to see how H2 would pan out.  I believe the visibility has brightened. Apple is following Androids and making the move into TOF based on yesterday's DIGITIMES article.  We will find out the truth on 7/25.  

17.07.19 18:17
3

161 Postings, 3717 Tage burschi7Schrottfirma

Ich gehe von baldiger Übernahme aus, Obama ist weg, Trump nicht mehr so ganz Freund. Das hält der Ami dann nicht auf. Wer die Firma noch super findet und einen Hauch Potential sieht kann meine paar Aktien gerne zu 18,- Euro haben.
Freundschaftpreis. Es lohnt sich bestimmt!
-----------
Spinat schmeckt am besten, wenn man ihn kurz vor dem Verzehr gegen ein Roastbeef tauscht.

17.07.19 21:33

65 Postings, 115 Tage Alockar@ CWL1 Question

We so far only compared VTE with OVPD to produce large OLED screens.

Just hypothetically asking: Why wouldn't they go for ink-jet printing. Is it because of the lower quality of the panels? Or what are the side-effects?


http://en.thelec.kr/news/articleView.html?idxno=412

This article mentioned it once and I was curious some days ago, whether the usage of ink-jet printing could be superior compared to OVPD or VTE.  

17.07.19 22:19
2

642 Postings, 866 Tage CWL1Alockar

P8 stated some of the issues facing ink jet printing:
https://www.aixtron.com/investoren/events/...320_4CMD_APEVA_final.pdf

From what I read and my limited understanding, one of the major problems is that the special organic materials used in ink jet printing need to be dissolved in solvent (liquid) and the resulting films takes long time to dry and have inferior luminescence and lifetime properties compared to those deposited under VTE and OVPD conditions which come from the evaporation of powder (solid).  However, ink jet printing of quantum dots (solid) does not have those issues apparently and is reportedly what Samsung plans to use.  Those pursuing in-jet printing for OLED are looking for low cost but lower quality and shorter-life applications.  
 

17.07.19 23:13
1

65 Postings, 115 Tage Alockar@CWL

Thank you for your detailed answer!

Hypothetically, if we assume an investment for ink-jet and OVPD-VTE together:

Would they use the ink-jet technology to produce low-mid priced OLEDs especially against upcoming Chinese OLED products, while using OVPD to produce high priced OLEDs to attack e.g. LG's premium OLED line.

So far I am not convinced of ink-jet as longetivity is such an important factor for the consumer.  

17.07.19 23:40
1

642 Postings, 866 Tage CWL1@Alockar

LG has taken that approach but I don't know if Samsung will.  

https://www.flatpanelshd.com/...?subaction=showfull&id=1554270848  

17.07.19 23:45

642 Postings, 866 Tage CWL1Inkjet Printing OLED

17.07.19 23:53

115 Postings, 651 Tage ThompsUnd von Aixtron kein Lebenszeichen,

keiner weiß was, viel Spekulation, der Kurs kann nach Belieben gedrückt werden, die Aktionäre schmeissen natürlich das Handtuch. Es gibt bessere Investments. So drängt man Aktionäre raus und die Aktie verkommt zu einem Spekulationsobjekt ausländischer Investoren. Schon traurig!
Das Management gibt sich konservativ, meines Erachtens ein Fehler. Dann lässt man halt den Konkurrenten den Vortritt. Da sollte man deutlich mehr in den Markt kommunizieren, die Amis wissen, wie so was geht. Bei Aix sitzt man im Elfenbeinturm, Forschungsgelder werden verschleudert und man kümmert sich eine Sch....um die Aktionäre, die Manager und Chefetage verdienen ja auch so genug.
Da kann man nur noch deprimiert werden, das macht keinen Spaß mehr.
Alkohol, in Form von Hefeweizen hilft da auch nur begrenzt noch weiter...;-)  

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