Disclosure
We are long shares of Aixtron SE (AIXA) Please click here to read full disclosures.
We are long Aixtron (Frankfurt:AIXA), a $1.8 billion market capitalization semiconductor capital equipment company. Despite its low profile, Aixtron may be one of the most strategically important companies in the industry. Aixtron is the dominant supplier of metal-organic chemical vapor deposition (MOCVD) equipment required to produce compound semiconductors, and its 70-90% market share across most of its product portfolio might even make ASML blush…

