2Mon·

Semiconductor Share Presentation

Axcelis Technologies $ACLS (-5.36%) - the underestimated beneficiary of the semiconductor boom!


What does Axcelis do? $ACLS (-5.36%)

Specialized in ion implantation systems, a critical process in semiconductor manufacturing - without Axcelis, no modern chips can run. Focus on power semiconductors (e.g. SiC chips for e-mobility, industry, charging infrastructure).


Why is it exciting?


  • 📈 Sales & profits are growing rapidly - margins are increasing, balance sheet debt-free
  • 🔋 Boom in silicon carbide - Axcelis supplies the machines for growth
  • 🌍 Only two players worldwide - oligopoly-like position
  • 💸 Valuation still moderate despite mega growth



Vision:

If SiC and electrification continue to explode, Axcelis could grow from a mid cap to a multibagger.

9
12 Comments

profile image
Hello my dear,
What is the reason for the halving of profits?
And the profit and sales estimates are not very high now either.
The EbiT margin of approx. 11% is unfortunately not that high either.

At $AIXA the EbiT margin is twice as high. I also like the sales and earnings growth estimates for Aixtron better.
Perhaps a comparison is worthwhile here.
1
View all 8 further answers
profile image
-55% in 1 year... wow
1
profile image
@TechNav I know, you prefer to buy at the ATH ;)
1
profile image
@Max095 immer 😛
Join the conversation