AI Demand Boosts AIXTRON's Order Momentum

AIXTRON SE reports a strong surge in orders for Q3 2026, driven by AI-related demand. The company's order intake increased by 122% compared to the previous year, reaching EUR 274.9 million. Optoelectronics comprised 68% of the orders, powered by the demand for laser applications in AI data-center communications. Revenues for this quarter were EUR 183.6 million, within the expected range.

The production ramp-up is progressing as planned, with a current order backlog of EUR 549.4 million securing revenue visibility into 2027. AIXTRON confirms its 2026 fiscal guidance, with an expected revenue of EUR 560 million ± EUR 30 million.

The expansion into Malaysia is on track, aiming to enhance manufacturing capacity and supply chain resilience. AI's growing role in data centers remains a key structural growth driver, while advancements in power electronics, particularly in GaN and SiC applications, suggest a recovery in this sector.