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Suchergebnis: 12 Treffer in diesem Thema

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14 1735 Aixtron purpose of this thread baggo-mh 10.01.20 16:19
 
  ams osram CWL1 25.09.23 13:27
    https://www.ledsmagazine.com/specialty-ssl/...lion-for-new-production
 
  Ams Osram / MicroLED dlg. 28.02.24 22:08
    No good news unfortunately... "ams OSRAM to re-assess its microLED strategy, to record non-cash impairment charges, to adjust its mid-term structural revenue growth target to 6% to 8%, and to improve ...
 
  MicroLED CWL1 29.02.24 16:55
    ... week or so tell a different story from AMS.  Perhaps AMS lost the battle. In there, Fucai is Ennostar and Huacan is HCsemitek, both are customers of Aixtron.  Hope you could get some sense ...
 
  ams-Osram baggo-mh 08.11.23 22:12
    https://www.ledsmagazine.com/leds-ssl-design/...rdx.ident[pull]=omeda|3332A7310467C1X&utm_campaign=CPS231107265&utm_medium=email&utm_source=LED+News+%26+Insights sell and lease back opens ...
 
  @rosskata CWL1 29.02.24 18:53
    Its no secrete that AMS was working with Apple on the watches. The above two announcements are pilot line testing the processes and markets.
 
  MicroLED baggo-mh 05.04.24 11:58
    ... delievered all exisiting MicroLED order from AMS-Osram in Q4. Apple does not stop the microLED project (like the car project), they are just not ordering from AMS-Osram. Why? Maybe soemone is ...
 
  @CWL1: uLED rosskata 29.02.24 18:42
    ... there is steam behind uLED and as you said AMS maybe has just lost a big customer to the competition.
 
  My notes from CC rosskata 29.02.24 16:42
    ... structured. Sorry for that! Why no impact by AMS Osram disaster? no volume shipment yet, therefore no impact Guidance 2024: Shooting for the upper end of the guidance with the current backlog SiC ...
 
  Aixtron CC - 25.04.2024 - part 1 baggo-mh 25.04.24 16:19
    ... not true  LED and MicroLED   AMS/Apple rumor does not mean the technology is dead Order intake in Q2 lower than Q1 but stronger again in Q3 and Q4 Transfer still the major technological ...
 
  Aixtron CC - 25.04.2024 - part 2 baggo-mh 25.04.24 17:01
    ... customers collecting SiC orders at the moment AMS and Aixtron. Therefore both are reporting of gaining market share. Early adopters are now on 8’ already. By 2026 the whole market will be on 8’ as it ...
 
  Some valuation thoughts fel216 03.04.24 10:14
    ... price decline after the Q4 results and the AMS/Osram Micro-LED issues can be well understood, the market worried about the lack of order intake guidance, a wide revenue guidance range for 2024 and a ...
 
  Q1 expectations, share price and what to do next fel216 10.04.24 11:02
    ... makes a lot of sense. On Micro LED. Yes, AMS Osram stopped the project, but Aixtron obviously showed a supplier excellence award by BOE.. so clearly some of Aixtron projects are making progress. I ...