AIXTRON reported October 29 that third-quarter order intake rose 122% to €274.9 million, with demand for optical communications equipment driving the increase.
The semiconductor-equipment company attributed the growth to laser applications used in AI data-center networks. Optoelectronics represented approximately 68% of equipment orders and power electronics accounted for 24%.
Quarterly revenue reached €183.6 million, within the company’s forecast range of €160 million–€200 million. Over the first nine months, however, revenue was €358.1 million, below the €369.5 million recorded a year earlier.
Nine-month orders increased 76% to €660.9 million. The equipment backlog reached €549.4 million at September 30, compared with €286.5 million a year earlier.
AIXTRON said demand for indium-phosphide optical components made up most of its backlog. It also described improving order activity in gallium-nitride and silicon-carbide power electronics.
The company retained its 2026 guidance and said construction of its manufacturing facility in Penang, Malaysia, remained on schedule. Its expectations for further output growth and stronger business in 2027 are management forecasts.
Sources: AIXTRON — October 29 Regulatory Results: https://www.eqs-news.com/news/corporate/ai-driven-demand-fuels-strong-order-momentum/4e0eca72-e8dd-4114-8456-1867c248e822_en