Aixtron Reports Strong Q2 Revenue Growth Driven by Optoelectronics Demand
Aixtron reported strong second-quarter results, with revenue rising to €115 million from €59 million in the first quarter. The company attributed this growth primarily to increased demand for optoelectronics equipment used in AI data centers, which accounted for 75% of its orders during Q2. Orders totaled €215 million, driven by a shift toward high-speed optical connectivity solutions like 800G and future 1.6T architectures. Despite the positive momentum from optoelectronics, other markets such as silicon carbide, gallium nitride power electronics, and LED/Micro LED remained in cautious recovery phases. Aixtron reaffirmed its full-year revenue outlook of €560 million ±€30 million for 2026 and is expanding capacity with a new facility under construction in Malaysia. The company also reported an EBIT profit of €15 million, free cash flow of €114 million, and noted that demand from laser suppliers—both large and small—is supporting the current investment wave. Management expects continued strength through late 2026 into early 2027.
Topics: ai data centers capacity expansion optoelectronics orders increase revenue growth