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Interesting, can you say something about where they primarily make their sales? So rather which region not industry.
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@Multibagger I'll check the sources right away. KI has spit out the following:
1. AAC Clyde Space (Focus: Europe & UK)
AAC Clyde Space generates the majority of its sales in Europe, which is due to its close cooperation with the ESA (European Space Agency) and European institutions.
- Main regions:
-Europe & UK: Over 60-70% of sales. The company has operational focal points in Sweden (headquarters), Scotland and the Netherlands.
- USA: A growing market (approx. 20-25 %), particularly due to the subsidiary SpaceQuest and the increasing demand for small-sat data in the defense and security sector.
- Rest of the world: Africa (via AAC Space Africa) and Asia contribute the remaining share.
- Sources:
- Annual Report 2024 & Year-End Report 2024: AAC reports segments such as "Swedish operation", "Scottish operation" and "United States operations".
- Investor Relations (Jan 2026): Reports on the major "Sterna" project confirm the strong ties to European clients (EUMETSAT).
2 X-FAB Silicon Foundries (Focus: Global / Automotive)
X-FAB has a broader geographical base, as its end customers (automotive suppliers and medical technology companies) operate globally.
- Main regions (by customer location):
- Europe: approx. 45-50 % (strong focus on Germany and Belgium).
- USA: approx. 15-20 % (important for medical technology and specialized industrial products).
- Asia: approx. 30-35 % (driven by production sites in Malaysia and customers in China/Japan).
- Sector focus (sales driver):
- Automotive: Consistently accounts for over 90% of core sales.
- Sources:
- X-FAB Annual Report 2024 & Q3 2025 Results: Here, Belgium, Germany and Malaysia are named as the main revenue drivers at country level.
- TradingView Financials (Jan 2026): Confirmation that Belgium and Germany are the largest geographic contributors.
1. AAC Clyde Space (Focus: Europe & UK)
AAC Clyde Space generates the majority of its sales in Europe, which is due to its close cooperation with the ESA (European Space Agency) and European institutions.
- Main regions:
-Europe & UK: Over 60-70% of sales. The company has operational focal points in Sweden (headquarters), Scotland and the Netherlands.
- USA: A growing market (approx. 20-25 %), particularly due to the subsidiary SpaceQuest and the increasing demand for small-sat data in the defense and security sector.
- Rest of the world: Africa (via AAC Space Africa) and Asia contribute the remaining share.
- Sources:
- Annual Report 2024 & Year-End Report 2024: AAC reports segments such as "Swedish operation", "Scottish operation" and "United States operations".
- Investor Relations (Jan 2026): Reports on the major "Sterna" project confirm the strong ties to European clients (EUMETSAT).
2 X-FAB Silicon Foundries (Focus: Global / Automotive)
X-FAB has a broader geographical base, as its end customers (automotive suppliers and medical technology companies) operate globally.
- Main regions (by customer location):
- Europe: approx. 45-50 % (strong focus on Germany and Belgium).
- USA: approx. 15-20 % (important for medical technology and specialized industrial products).
- Asia: approx. 30-35 % (driven by production sites in Malaysia and customers in China/Japan).
- Sector focus (sales driver):
- Automotive: Consistently accounts for over 90% of core sales.
- Sources:
- X-FAB Annual Report 2024 & Q3 2025 Results: Here, Belgium, Germany and Malaysia are named as the main revenue drivers at country level.
- TradingView Financials (Jan 2026): Confirmation that Belgium and Germany are the largest geographic contributors.
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•1Semana
@Multibagger less automotive, more stability and quantum focus through co-op with Infenion $IFX would offer $GFS.
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@Darkwingduck Are you already invested in these two stocks?
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@Multibagger no, there are 3 finds from today :) I'll wait for the feedback and see if anyone finds a fly in the ointment.
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@Multibagger or do you mean $GFS and $IFX? In that case, no.
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@Darkwingduck no already the new values
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@Multibagger What do you think of the figures? I find AAC more attractive in terms of the figures. But like Skywater, I think the accelerated innovation will always rub off on the foundries like XFAB, as they are making money everywhere.
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@Darkwingduck if then only AAC
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@Multibagger I would be interested to know how you are positioning yourself? Do you have an eye on European stocks in this regard or do you already have them in your portfolio?
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@Darkwingduck No, not at all in the Space area. Otherwise in the tech sector only $TTR1.
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