Aixtron- und die Banken stufen fröhlich auf kaufen

...mag ja sein, dass Aixtron nur noch auf drei Zylindern läuft. Aber immer noch besser als ein geistiger Tiefflieger bei dem auch der letzte Zylinder schon gewaltig stottert und aus dem Aufpuff nur noch schwarzer Rauch kommt.  

Die großen Hedgefonds und Leerverkäufer kommen nunmal aus GB und den USA  ...  und wenn man sieht wo z.B BlackRock oder GS überall Anteile haben ... gemeinsam gegen Deutsche Unternehmen. Leerverkaufen ...falsche Gerüchte verbreiten...die Kurse drücken...abkassieren.  Die Strafen für Marktmanipuilation in Deutschland .... ein Witz!  Schreckt niemanden ab.    

Ich Alle deutschen Aktien die ich hatte verkauft,  die Wirtschaft befindet sich im Krieg,  
USA - GB gegen Europa ,  und ehrlich gesagt, sehe ich mit unseren Deutschen und Europäischen Politikern noch viel abwärts Potenzial am europäischen Aktienmarkt.

Ich glaube Aixtron wird noch weiter runtergeprügelt,  vieleicht kommt bei 5,xx ein Übernahmeangebot aus USA, würde mich nicht wundern.
Aber momentan sind die am Drücker und drücken immer weiter, meine Meinung.  

http://www.businesskorea.co.kr/news/articleView.html?idxno=33156

Samsung Display Set to Start Large-scale Investment in OLED Panels for TV
By Kim Eun-jin June 24, 2019

Samsung Display Co., which dominates the small and mid-sized organic light emitting diode (OLED) panel market, is set to make a large-scale investment in large OLED panels for TVs.

Earlier, the company was expected to announce investment plans for quantum-dot OLED (QD-OLED) for TVs in April, but it delayed the announcement. However, the company cannot postpone investment any longer in light of its schedule for volume production of OLED TVs. Therefore, it is expected to stop its existing liquid crystal display (LCD) panel production line in August to convert it into an OLED production line.

Samsung Display is planning to make a final decision on investment in QD-OLED TV panels at the end of this month or early next month, according to display industry sources on June 23. An official who is well-informed with the matter said, “The company has decided to shift its focus to QD-OLED. It only needs to work out details for the conversion.”

Industry watchers think that Samsung Display will place an order for equipment in July and shut down its LCD line at the Asan Campus in Cheonan in August and transform it into TV QD-OLED production line. The total investment figure will reach 2.5 trillion won (US$2.15 billion) to nearly 3 trillion won (US$2.58 billion). They say that the Samsung Display is about to start investment in TV QD-OLED because the firm cannot delay its investment plan any longer in order to meet the goal of starting volume production of QD-OLED panels by 2021.

However, some say that the company’s investment scale is smaller than expected. This is because Samsung Display has not finalized its new investment plans yet, except for the conversion of its existing LCD line. Industry watchers say that the firm may also build a QD-OLED production line at its new A5 plant which is under construction, but it is difficult for Samsung Display to make a decision on the A5 plant as Samsung Electronics’ business support task force, which controls Samsung Group’s electronics affiliates, is currently under prosecutor's investigation. Construction of the plant has also been suspended. In addition, Samsung Display is likely to make a decision on new investment after checking on the performance of the OLED line converted from the LCD line, considering the investment in TV QD-OLED is in its beginning stage.  

Man sieht ja jeder ausbruchsversuch wird von denen runtergeprügelt.....Aber das ist ja ein spielchen die ein ende haben wird,kann nicht auf dauer so weiter,Aixtron steht fundamental gut,die Entspannungssignale von China im Handelsstreit  sind schon da,ab jetzt kann nur aufwärts.Nur meine Meinung.  

Und was sagt uns das jetzt über Aixtron konkret?  

This is the key phrase:

"Industry watchers think that Samsung Display will place an order for equipment in July and shut down..."

We shall see.  

 

Würde an deiner stelle als Wahrsager etwas tuen,seit 2 tage gibst hier kursziele,erst hast angefangen mit 6,bis jetzt bei 5 vielleicht morgen,4!!!!!!!!!!
Finanzen net :Letzter Kursziel von DZ bank 12 Euro KAUFEN,
Vielleicht  die haben  einen kleinen Tick mehr Ahnung als du.
 

da machts eher Sinn morgens seinen Kaffeesatz zu lesen ...  

Ans what about the last aentence?
isn't that actually a hidden ref to the OVPD qauli?  

Certainly the purpose of the pilot production is to select and fix the equipment and processes for final mass production based on customer's requirements.  OVPD has to be proven in this pilot production line on film performance, reliability, and cost savings.  It should also be clarified that the Aixtron OVPD system along with the glass handling system by IRUJA is only one module of the whole line.  So other deposition companies in particular for metal deposition and front end and encapsulation depositions  are all part of the line.  From subsystems to full system integration is what the pilot line will be doing.  There is probably one major Korean company responsible for delivering the interconnection system for all the subsystem. This would happen possibly again when a 10.5 G plant comes in the future.  Current effort is the conversion of 8G LCD plant into 8G QD-OLED plant.

OVPD is already on the pilot plant and being tested in a production environment.  from the 2019 Q1 financial report:

"Commissioning of the Gen 2 OLED system at the customer‘s site

Following installation, the Gen2 OLED system is currently being commissioned in a pilot production line at our customer‘s site. This represents a further step towards qualification of the OVPD technology at this customer. In the coming months, the joint operation of this tool will confirm the performance of the OVPD technology and the resulting data will form the base for the customer‘s decision to order a production-scale OVPD system."
 

immerhin 10 % billiger rein ...

aber sollte es (t)rumpeln , dann bin ich wieder weg ...

der G20-gipfel wird die Richtung weisen ...
 

Bei Aixtron die zahlreichen Anwendungsbereiche für die Maschinen befinden sich in absoluten

Megatrens,die zum Teil erst am Anfang ihrer kommerziellen Nutzung stehen- und hier hat Aixtron noch einige Eisen im feuer,

Denke vom G20 - Gipfel wird die Enstspannungssignale gesendet,

Für mich Aixtron ist ein LONG

 

 

https://www.digitimes.com/news/a20190624PD200.html

Micro LED-based smartwatches to hit market in 2020, say sources
Rebecca Kuo, Taipei; Steve Shen, DIGITIMES Monday 24 June 2019

PMOLED panel maker RiTdisplay expects the world's first batch of commercial production of micro LED-based smartwatches, built using its micro LED display modules, to become available in 2020, according to company sources.

One of RiTdisplay brand clients in the US will kick off in the third quarter the design-in process of the micro LED smartwatch based on a 1.25-inch micro LED module co-developed by RiTdisplay and its strategic partner PlayNitride, said the sources.

Samples of the micro LED smartwatch are expected to be taped out in the fourth quarter of 2019, paving the way for RiTdisplay to kick off volume production of its micro LED modules soon, the sources added.

While the company is conservative about the business outlook for the display industry amid volatile market conditions, the company expects its performance to improve in the second half of 2019, buoyed by peak-season effects.

For the first quarter of 2019, RiTdisplay's revenues decreased 10.1% on year to NT$500 million (US$16.126 million), and its net profit declined 60% to NT$29 million or NT$0.42 per share.

Year-to-date revenues reached NT$761 million, decreasing 22.3% from a year earlier.  

Such dir wo anders was besseres aber bitte nicht hier permanent die schlechte Stimmung verbreieten.

Vielleicht klappt ja es wenn du 5 mal am Tag hier schreibst ab 5,xx Long,

oder sehr,sehr wahrscheinlich eben nicht.  

https://www.globenewswire.com/news-release/2019/...licon-Process.html

Sanan IC Expands Wafer Foundry Portfolio for Power Electronics with 150mm GaN-on-Silicon Process
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June 24, 2019 09:00 ET | Source: Sanan Integrated Circuit Co.,Ltd.
multilang-release

SUNNYVALE, Calif., June 24, 2019 (GLOBE NEWSWIRE) -- SANAN INTEGRATED CIRCUIT CO., LTD. (Sanan IC), a pure-play wafer foundry with its advanced compound semiconductor technology platform, today announced the commercial release of its 150mm gallium nitride (GaN) on silicon wafer foundry services intended for the latest high voltage AC/DC and DC/AC power electronics applications in the global market. Sanan IC’s new G06P111 is a 650V enhanced-mode high-electron-mobility transistor (E-HEMT) GaN process which adds to the company’s power electronics wafer foundry portfolio of wide bandgap (WBG) compound semiconductors that includes 100mm and 150mm silicon carbide (SiC) for high voltage Schottky Barrier Diodes (SBD). Leveraging years of high volume GaN manufacturing experience by Sanan Optoelectronics Inc., its parent company, for the LED market, Sanan IC is able to complement its foundry services with in-house MOCVD growth capabilities of high voltage, low leakage GaN-on-silicon epitaxial wafers with high uniformity.

“The launch of our 650V GaN E-HEMT process technology exemplifies our commitment to advanced compound semiconductor manufacturing for serving the global market”, said Jasson Chen, Assistant General Manager of Sanan IC. “We view GaN-on-silicon as a complimentary technology to silicon carbide as key wide bandgap semiconductors of choice for today’s high voltage, high power electronics industry. Component suppliers and system designers are migrating to wide bandgap semiconductors over traditional silicon for enhanced performance, efficiency, and reliability in high power analog designs. Sanan IC is well positioned for success in serving this high growth, large-scale power electronics market”.

The company’s G06P11 GaN-on-silicon process, having passed the JEDEC standard for process reliability qualification, offers device structures for 650V E-mode FETs which support a drain-to-source on-state resistance RDS(on) range from 50mΩ to 400mΩ. Engineered for low leakage, low gate charge, high current density, and low dynamic specific on resistance (Rsp), it enables ultra-fast switching compact designs for high temperature operation. Following later this year would be the launch of a 200V GaN E-HEMT process as well as a second generation SiC SBD process with a merged PiN Schottky (MPS) diode structure.

GaN-on-silicon as a process technology is ideal for the latest wave of consumer and server applications such as power adapters, USB-PD (power delivery), portable chargers, and power factor correction (PFC) for AC/DC uninterrupted power supplies (UPS). The technology is also getting traction in other markets such as EV/HEV (hybrid/electric vehicles), LiDAR, and wireless charging. According to Yole Développement (Yole), a leading technology market research firm, part of Yole Group of Companies, the GaN power device market is forecasted to have a value over $423M by 2023 with a compound annual growth rate (CAGR) of 93% from 2017 to 20231. Sanan IC is dedicated to serving this emerging technology for these multiple market segments in the power electronics industry.  

 

.....Blechjünger und wenn Du Deine Thesen noch zigmal wiederholst werden sie auch nicht werthaltiger. Aus Schrott wird nunmal kein Gold. Sieht man ja trefflich....  

schlecht  

http://www.finanztreff.de/analyse/...tron-auf-buy-ziel-14-euro/266883  

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Was will er uns damit nur sagen? Ich versteh es nicht und was das mit dem Kurs zu tun hat? Was lest ihr nur immer alle daraus? *FreutsichjedenTagüberdieSperrfunktion*
 

China Global Times: Gegenwärtige Stimmung zwischen USA und China nicht gut. China ist auf ein vollständiges Scheitern der Gipfelgespräche vorbereitet / Quelle: Guidants News https://news.guidants.com  

einfach auf ignore setzen...Beiträge werden dann ausgeblendet...einfach nicht lesen!