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04.09.19 16:49

854 Postings, 356 Tage Gizmo123Thomps

Die August Daten sind schlecht,
Schlechteste Daten seit 3 Jahren.  

04.09.19 17:25
4

764 Postings, 1084 Tage CWL1New Recruits

04.09.19 17:41
3

764 Postings, 1084 Tage CWL1Taiwan GaAs August

https://fnc.ebc.net.tw/FncNews/Content/98882

Gallium arsenide plant's revenue in August was steady at 2.087 billion yuan, a record high
2019/09/04 17:33 Wei Heng Net reporter Liu Weiting Taipei

Gallium arsenide plant's revenue in August was steady at 2.087 billion yuan, a record high
GaAs manufacturers announced August revenues, stable (3105-TW) and last month's revenue exceeded 2 billion mark, and reached a record high in August, reaching 2.087 billion yuan, a monthly increase of 4.11%, an annual increase of 54.97% The new (2455-TW) was due to the higher base period last month. The revenue in August reached 234 million yuan, a decrease of 5.24% in the month and an annual increase of 33.53%, but it still hit a record high in this month.

The consolidated revenue in August reached 2.087 billion yuan, a monthly increase of 4.11% and an annual increase of 54.97%, which was a record high. The accumulated revenue for the first eight months of this year was 12.155 billion yuan, an increase of 3.27%.

WIN SEMI said that with the rising demand for 5G communication development, the first break of the 2 billion yuan mark in July, once again set a new monthly high, and look forward to maintaining the view of the previous law, expecting mobile phone power amplifier (PA) Demand will continue to grow, infrastructure products will also maintain a good supply and demand situation, and will continue to move towards 4G+5G strategy. It is estimated that this quarter's revenue is expected to increase by more than 30%.

WIN further pointed out that overall, the second half will be better than the first half of the year, and the end of the second quarter has reached a target of 36,000 production per month. The current capacity utilization rate is close to full, but will enter the traditional off-season at the end of the year and will begin. Assess capital expenditures for next year.

VPEC August consolidated revenue reached 234 million yuan, a decrease of 5.24% per month and an annual increase of 33.53%. Due to the higher base period in July, the revenue in August decreased slightly, but it still hit the second highest this year. It received 1.571 billion yuan, an annual increase of 8.98%.

VPEC said that although the global political and economic situation is still changing, but overall, this season will be better than the second quarter, the current customer pulls, orders are in good condition, will continue to coordinate with customers to continue to adjust, it is expected that the future Driven by RF components and VCSEL twin engines, it will drive growth.

Hongjieke (8086-TW) also announced August consolidated revenues, reaching 232 million yuan, an increase of 18.28% and an annual increase of 76.61%. The accumulated revenue for the first eight months of this year was 1.18 billion yuan, an annual decrease of 13.26. %.  

04.09.19 17:51
3

764 Postings, 1084 Tage CWL1WIN AUGUST

WIN August's consolidated revenue of 2.087 billion yuan, a new high reappearance!
Times information· 172 people track 6 hours ago

[Times reporter Zhang Hanjun reported in Taipei] As a result of entering the traditional peak season, US customers pulled goods and started (3105). The consolidated revenue in August was 2.087 billion yuan, up 4.11% month-on-month, with an annual growth rate of 54.97%. The new high, WIN estimate, the third quarter of the combined revenue will grow 30% compared with the second quarter, gross margin is expected to be better than the second quarter.

CHINA-US trade warfare transfer effect continues to ferment, and US customers pull goods, PA, WiFi or VCSEL demand are strong, driving steady revenues for two consecutive months, and consolidated revenue in August was 2.087 billion yuan. It increased by 4.11%, with an annual growth rate of 54.97%, and a record high in a single month. The accumulated consolidated revenue for the first eight months was 12.155 billion yuan, an annual growth of 3.27%.

WIN said that the third quarter was the highest when VCSEL shipments were the highest, and Infra continued to grow from the first half to the present. It is estimated that the third quarter revenue will grow 30% compared with the second quarter, and the gross profit margin is expected to be the same. The second season is better.
------------------
WIN is the number one supplier of VCSEL chips to Lumentum to Apple.    

04.09.19 17:54

764 Postings, 1084 Tage CWL1correction

This line "WIN is the number one supplier of VCSEL chips to Lumentum to Apple." in the above message was typed by me and is not in the original article.  

04.09.19 20:33

227 Postings, 869 Tage ThompsThanks and regards CWL1..;-)

05.09.19 08:42
1

616 Postings, 3563 Tage josselin.beaumontVielleicht für den einen od. anderen

05.09.19 09:29

618 Postings, 5009 Tage MarkAurel@BigBen

weiterhin Seitenlinie...?  

05.09.19 10:31

4393 Postings, 1509 Tage köln64Er wartet...

auf die 8 ?.  

05.09.19 12:11

2407 Postings, 1022 Tage BigBen 86Löschung


Moderation
Moderator: jar
Zeitpunkt: 05.09.19 14:03
Aktion: Löschung des Beitrages
Kommentar: Unerwünschte Verlinkung

 

 

05.09.19 12:26

2407 Postings, 1022 Tage BigBen 86Warum wurde der Beitrag nicht freigegeben ? ;-)

05.09.19 14:17

2407 Postings, 1022 Tage BigBen 86Löschung

Hier mein Beitrag von heute morgen ohne Link  ;-)
@Mark Aurel
"Ja, ich warte weiter ... auch wenn es sich im Nachhinein als Fehler herausstellen sollte. Von politischer Seite ist jetzt wieder viel Positives eingepreist. Enttäuschungspotential, v.a. beim Handelsstreit, ist quasi vorprogrammiert. Es ist noch lange nichts in trockenen Tüchern ...

Die Wirtschaft kühlt sich ab. Das ist nun mal Fakt. Das wird die Börse auch bald wieder feststellen.
Wie gesagt, das ist nur meine Meinung und vielleicht liege ich falsch. Ärgern werde ich mich dann aber trotzdem nicht" ...

Anscheinend darf man hier nicht alles verlinken ?!?  

05.09.19 15:24

618 Postings, 5009 Tage MarkAurel@BigBen

Recht hast Du...entscheiden und zur Entscheidung stehen...darum geht es...ich habe entschieden dranzubleiben, weil mich das Potential und die Exzellenz dieser Firma reizen.  

05.09.19 17:00

1066 Postings, 1396 Tage fuexlequestion to CWL

If my transl is right there ist written
"Gyeonggi ? Dongtan | Chungnam ? Asan "
Gyeonggi ? Dongtan=  any idea of a company also samsung or an other second??
many thank for your inputs!!  

05.09.19 19:27
1

764 Postings, 1084 Tage CWL1fuexle

Dongtan is where Aixtron Korea is located I believe.

This is Aixtron Korea's address:

AIXTRON Korea Co., Ltd.
#201, 2F, GWell Estate
160 Dongtanbanseok-ro
Hwaseong, Gyeonggi-do
18454
South Korea  

05.09.19 21:24

618 Postings, 5009 Tage MarkAurelNach dem

höheren Tief könnte nun ein höheres Hoch folgen...wenn es gut läuft...  

05.09.19 22:30

1066 Postings, 1396 Tage fuexlecwl

ok many thanks  

06.09.19 11:51
1

209 Postings, 4850 Tage fel216Aktionär bullish auf Aixtron

Hallo allerseits und TGIF!

Hier ein positiver Artikel vom Aktionär zu Aixtron, zwar steht nichts neues drin, aber soetwas treibt die Aktie m.E. dann doch immer ein wenig.. viele Grüße! Fel

https://www.deraktionaer.de/artikel/aktien/...=TRtvHrugxEKV2n-qR2P-ag  

06.09.19 12:13

2407 Postings, 1022 Tage BigBen 86LV Voleon

reduziert und ist jetzt unter der 0,50 % Meldeschwelle  

06.09.19 12:15

227 Postings, 869 Tage ThompsAixtron

gilt doch als einer der Profiteure beim 5G Ausbau? Könnte passen, 1&1 Drillisch, United Internet...  

06.09.19 14:14
1

209 Postings, 4850 Tage fel216VW EV push & SiC implications

Hi,
an interesting (though lengthy) article on VW's EV push. I like the way it illustrates the disruption and Opportunity.. or better volumes. Read the last paragraph at least given its relevance for Aixtron and SiC adoption cycle (22m units vs. 36k at current), copied here:

Undeterred by patchy charging infrastructure, VW plans for no fewer than 22 million units over the next 10 years and anticipates that by 2030 the electric-car share will surge to at least 40% of global deliveries. That lofty projection stands in stark contrast to the realities on German roads today. VW shipped only a handful rekindled battery-powered Golfs last year, and in all of Germany a meager 36,000 electric cars were sold.
https://www.bloomberg.com/news/articles/...actory?srnd=premium-europe

Regards,
Fel  

06.09.19 16:17
4

764 Postings, 1084 Tage CWL1WIN-Continue from #48131

It is easier to read in this version.  There seems to be  no sign of slow down in the GaAs front of its business which connects to Aixtron closely.  VPEC is a competitor of IQE.  Its position in Taiwan gives it competitive advantage over IQE as China diversifies its supply chain from the western world.  VPEC had 48 Aixtron MOCVD reactors in 08/2018 and has been adding .
--------------------------------------------------
https://www.digitimes.com/news/a20190905PD205.html

Win Semi August revenues hit record for 2nd straight month
Julian Ho, Taipei; Jessie Shen, DIGITIMES Friday 6 September 2019

GaAs foundry Win Semiconductors has reported consolidated revenues of NT$2.09 billion (US$66.6 million) for August 2019, hitting a monthly record for the second consecutive month.

Win Semi's revenues for August 2019 represented increases of 4.1% sequentially and nearly 55% on year. The company credited its positive performance to robust demand for power amplifier, VCSEL and wireless infrastructure applications, and a pull-in of orders from a US client.

Win Semi disclosed its cumulative 2019 revenues through August increased 3.3% from a year earlier to NT$12.16 billion.

Win Semi reportedly has been contracted by HiSilicon and other China-based chip developers to fabricate mainly smartphone PAs, while enjoying a ramp-up in orders for 5G infrastructure applications, according to market watchers. The GaAs foundry has seen clear order visibility through October-November.

Win Semi is also engaged in the supply chain for the upcoming iPhones through Lumentum, which will buoy further revenues during the second half of 2019, the watchers said.

Win Semi estimated previously revenues would climb about 30% sequentially in the third quarter, with a higher gross margin. Win Semi said it has been engaged in 5G PA development projects with multiple customers, while rising demand for 5G infrastructure will be driving company growth in the latter part of this year.

Visual Photonics Epitaxy Company (VPEC), which supplies epitaxial wafers to Win Semi, has announced revenues surged 33.5% from a year ago to NT$234 million in August 2019. VPEC's revenues for the first eight months of 2019 totaled NT$1.57 billion, rising 9% on year.

August also marked the third consecutive month of over 10% on-year growth in revenues for VPEC.

VPEC has reportedly cut into the supply chains of Samsung and Huawei, and other major Android phone vendors who adopt VCSELs for applications such as handset power amplifiers, face-identification sensors and time-of-flight (ToF) camera lens.  

06.09.19 16:31

2407 Postings, 1022 Tage BigBen 86Börse und Industriedaten passen nicht ...

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