Aixtron stock soars after Kerrisdale Capital reveals bullish position By Investing.com
Update: 2025-11-03
Description
Kerrisdale Capital's significant investment in Aixtron, a leading semiconductor equipment manufacturer, signals a potential surge in demand for AI-focused technology. With up to 90% market share in certain equipment, Aixtron is poised to benefit from the growing need for advanced chips made from materials like gallium nitride and silicon carbide. Despite short-term challenges, Kerrisdale predicts a major turnaround starting in 18 months, with revenue potentially surpassing $1 billion annually, and the stock could double or triple over the next few years.
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