Axcelis Technologies $ACLS (-1.34%) - the underestimated beneficiary of the semiconductor boom!
What does Axcelis do? $ACLS (-1.34%)
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.
