AIXTRON SE, together with its subsidiaries, manufactures and sells deposition equipment to the semiconductor industry in Asia, Europe, and the United States.
“So short term ramp, I see $LPK probably might be more parabolic. Since when equipment suppliers switch from qualification to volume production as seen with $AEHR or $AIXA recently, they tend to get re-rated to $3-7B MCs. But 99% are structurally more capped on where they head. Long term, I personally see $XFAB has much much higher upside if they're able able to lead European's photonic suppl…” post →
| Date | Tweet |
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| 2026-06-19 | So short term ramp, I see $LPK probably might be more parabolic. Since when equipment suppliers switch from qualification to volume production as seen with $AEHR or $AIXA recently, they tend to get re-rated to $3-7B MCs. But 99% are structurally more capped on where they head. Long term, I per… → · 184 likes · 25,976 views |
| 2026-04-23 | @R2Discovery Yes stuff like this is another example, if US didn't block $AIXA, which is critical for photonics buildout... Western supply chains would be an absolutely horrible spot. But there's some niche upstream companies the governments miss. → · 38 likes · 8,164 views |
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