Aixtron Targets AI Data Center Demand to Mitigate Silicon Carbide Decline
Aixtron aims to leverage rising optoelectronics demand from AI data center investments to counteract declining silicon carbide sectors. The company's focus on compound semiconductors positions it strategically in key markets.
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Aixtron plans to recover from ongoing weakness in silicon carbide power electronics by capitalizing on increased demand for optoelectronics driven by AI data center investments. The company, which has over 1,100 employees and operates in nine countries, specializes in deposition systems for semiconductor manufacturing, particularly in silicon carbide, gallium nitride, optoelectronics, and LED/MicroLED markets.
In 2024, Aixtron held a 27% share of the global silicon carbide deposition market, which grew to about 35% in 2025, surpassing ASM. The transition to 8-inch silicon carbide wafers may further enhance Aixtron's market share towards 50%. The company estimates a 90% share in gallium nitride and optoelectronics applications.
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