Aixtron purpose of this thread
i hope they learned from Osram
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
"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."
https://compoundsemiconductor.net/article/119635/...phorm_acquisition
I have two questions, please. First one, the silicon carbide order in the second quarter. Can you tell us how much will be delivered of that EUR105 million in 2024 and how much will be recorded in 2025? And then maybe if you can also comment how much of that order was coming out of China, please?
Felix Grawert
I don't have the data here. I have to do it out of my memory. So my message is a bit inaccurate, but qualitatively, I can give it to you. I would guess 25%, 30% gets shipped still in '24 from what I know, which customers are behind it. The rest goes into '25. Mostly, there is two existing customers behind of it and one new customer, which we got on board in the first quarter. In the first quarter, we announced the new customer is on board. Now in the second quarter, there was a very big volume order placed from that customer. So the majority goes into '25. And out of those orders, there was also a decent part coming out of China, I think there was multiple China customers amongst that. So yes, there was a certain China fraction but I'm not able to quantify how much of that it was.
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My guess is that Hunan Sanan is the major new Chinese customer, and other Chinese customers might include TYSIC (Tianyu). They are all expanding 8" SiC epi wafers capacity aggressively.
I posted previously that Sanan, including Hunan San and Sanan-STM JV were hiring engineers with Aixtron experience. From a new press release:
"...Sanan Optoelectronics' financial report also revealed the equipment procurement of Hunan Sanan's silicon carbide project - Sanan Optoelectronics' Hunan Sanan letter of credit guarantee is 150.19 million yuan, mainly used to purchase silicon carbide equipment from companies such as Aixtron, LPE, Asher, and KLA..."
I start thinking that the estimation given my Aix management this year about the next year is no longer valid. I tend to believe that a guideline of +0 % growth will be good news...keeping in mind the state of EV market.
Your view on this is highly appreciated. thanks!
Some drop in the next year in SiC orders could be compensated by the other segments. Effectively maybe only by GaN.
But i see Veeco offering a Tool/Machine for 300mm GaN but not Aixtron.
Here something to read: https://research-hub.de/companies/AIXTRON%2520SE